180 Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

180 Wealth 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
2020 Q1	–	Sell	-10,914	Closed	-$143K	–	245
2019 Q4	$143K	Sell	10,914 -575	-5%	-$7.71K	0.06%	256
2019 Q3	$135K	Sell	11,489 -631	-5%	-$7.49K	0.06%	248
2019 Q2	$146K	Sell	12,120 -1,156	-9%	-$13K	0.07%	241
2019 Q1	$151K	Sell	13,276 -23,071	-63%	-$321K	0.07%	245
2018 Q4	$771K	Hold	36,347	–	–	0.36%	83
2018 Q3	$771K	Buy	36,347 +23,446	+182%	+$491K	0.36%	86
2018 Q2	$240K	Sell	12,901 -9,888	-43%	-$180K	0.12%	203
2018 Q1	$371K	Sell	22,789 -2,226	-9%	-$38.6K	0.19%	140
2017 Q4	$417K	Buy	+25,015	New	+$424K	0.21%	125

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

180 Wealth Advisors's LUMN Position: Q1 2020 in Review

180 Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2020, closing a stake of 10,914 shares — an estimated $143K sold.

180 Wealth Advisors first reported a position in LUMN in Q4 2017 and held it in 9 quarters. The position peaked at $771K in Q4 2018. 692 funds tracked by Wall St. Rank hold LUMN as of Q1 2020.

180 Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
180 Wealth Advisors sold 10,914 Lumen Technologies, Inc. Common Stock shares in Q1 2020, an estimated $143K.
180 Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 9 quarters.
180 Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $771K in Q4 2018.
692 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2020.

Based on 180 Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.