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Wipfli Financial Advisors’s Lumen LUMN Stock Holding History

Wipfli Financial Advisors’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
Q3 		$72K Buy
+9,895
New +$101K 0.01% 895

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's LUMN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lumen (LUMN) in Q3 2022: 9,895 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings.

778 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

  • Wipfli Financial Advisors held 9,895 shares of Lumen worth $72K as of Q3 2022.
  • Lumen was a new Wipfli Financial Advisors position in Q3 2022.
  • Lumen made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #895 holding.
  • 778 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.