Western Wealth Management
LUMN icon

Western Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Western Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33,432
Closed -$244K – 719
2022
Q3 		$244K Buy
33,432
+5,611
+20% +$57.1K 0.01% 695
2022
Q2 		$302K Sell
27,821
-203
-0.7% -$2.28K 0.02% 609
2022
Q1 		$316K Buy
28,024
+12,642
+82% +$145K 0.02% 659
2021
Q4 		$191K Buy
+15,382
New +$196K 0.02% 583
2021
Q2 		$199K Sell
14,750
-1,450
-9% -$20K 0.02% 609
2021
Q1 		$216K Sell
16,200
-634
-4% -$7.88K 0.03% 484
2020
Q4 		$164K Sell
16,834
-10
-0.1% -$99 0.02% 458
2020
Q3 		$170K Buy
16,844
+1,281
+8% +$13.3K 0.03% 420
2020
Q2 		$156K Buy
15,563
+552
+4% +$5.52K 0.03% 402
2020
Q1 		$144K Buy
15,011
+4,805
+47% +$60.1K 0.03% 357
2019
Q4 		$135K Buy
10,206
+10
+0.1% +$134 0.02% 396
2019
Q3 		$127K Sell
10,196
-20,094
-66% -$239K 0.03% 384
2019
Q2 		$412K Buy
+30,290
New +$341K 0.05% 254

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Western Wealth Management's LUMN Position: Q4 2022 in Review

Western Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2022, closing a stake of 33,432 shares — an estimated $244K sold.

Western Wealth Management first reported a position in LUMN in Q2 2019 and held it in 13 quarters. The position peaked at $412K in Q2 2019. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Western Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 33,432 Lumen Technologies, Inc. Common Stock shares in Q4 2022, an estimated $244K.
  • Western Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • Western Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $412K in Q2 2019.
  • 752 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.