Accel Wealth Management’s Lumen LUMN Stock Holding History

Accel 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
2023 Q2	–	Sell	-7,548	Closed	-$20K	–	565
2023 Q1	$20K	Hold	7,548	–	–	0.01%	711
2022 Q4	$39.4K	Hold	7,548	–	–	0.02%	396
2022 Q3	$61K	Sell	7,548 -382	-5%	-$3.89K	0.03%	327
2022 Q2	$85K	Buy	7,930 +15	+0.2%	+$168	0.05%	258
2022 Q1	$91K	Buy	7,915 +414	+6%	+$4.74K	0.05%	267
2021 Q4	$94K	Buy	7,501 +12	+0.2%	+$153	0.05%	271
2021 Q3	$93K	Buy	7,489 +12	+0.2%	+$150	0.06%	230
2021 Q2	$102K	Buy	7,477 +10	+0.1%	+$138	0.07%	233
2021 Q1	$100K	Sell	7,467 -590	-7%	-$7.33K	0.08%	216
2020 Q4	$79K	Buy	+8,057	New	+$79.5K	0.07%	231

Other funds holding LUMN

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Accel Wealth Management's LUMN Position: Q2 2023 in Review

Accel Wealth Management sold out of Lumen (LUMN) in Q2 2023, closing a stake of 7,548 shares — an estimated $20K sold.

Accel Wealth Management first reported a position in LUMN in Q4 2020 and held it in 10 quarters. The position peaked at $102K in Q2 2021. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

Accel Wealth Management reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 7,548 Lumen shares in Q2 2023, an estimated $20K.
Accel Wealth Management first reported a position in Lumen in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Lumen position peaked at $102K in Q2 2021.
554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.