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Abundance Wealth Counselors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-123
Closed -$2K – 224
2021
Q1 		$2K Buy
+123
New +$1.53K ﹤0.01% 335

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BlackRock
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State Street
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SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abundance Wealth Counselors's LUMN Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2021, closing a stake of 123 shares — an estimated $2K sold.

Abundance Wealth Counselors first reported a position in LUMN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 123 Lumen Technologies, Inc. Common Stock shares in Q2 2021, an estimated $2K.
  • Abundance Wealth Counselors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.