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All Terrain Financial Advisors’s Lumen LUMN Stock Holding History

All Terrain 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
2021
Q1 		– Sell
-6,600
Closed -$64K – 105
2020
Q4 		$64K Sell
6,600
-20,000
-75% -$197K 0.03% 95
2020
Q3 		$268K Hold
26,600
– – 0.09% 73
2020
Q2 		$267K Hold
26,600
– – 0.11% 77
2020
Q1 		$252K Sell
26,600
-32,200
-55% -$403K 0.1% 104
2019
Q4 		$777K Sell
58,800
-3,400
-5% -$45.6K 0.25% 58
2019
Q3 		$776K Hold
62,200
– – 0.26% 58
2019
Q2 		$731K Buy
62,200
+52,400
+535% +$590K 0.25% 60
2019
Q1 		$118K Buy
+9,800
New +$136K 0.04% 185

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

All Terrain Financial Advisors's LUMN Position: Q1 2021 in Review

All Terrain Financial Advisors sold out of Lumen (LUMN) in Q1 2021, closing a stake of 6,628 shares — an estimated $65K sold.

All Terrain Financial Advisors first reported a position in LUMN in Q1 2019 and held it in 8 quarters. The position peaked at $831K in Q3 2019. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

  • All Terrain Financial Advisors reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
  • All Terrain Financial Advisors sold 6,628 Lumen shares in Q1 2021, an estimated $65K.
  • All Terrain Financial Advisors first reported a position in Lumen in Q1 2019 and held it in 8 quarters.
  • All Terrain Financial Advisors's Lumen position peaked at $831K in Q3 2019.
  • 708 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on All Terrain Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.