Altus Wealth Group’s Lumen LUMN Stock Holding History

Altus Wealth Group’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	-2,220	Closed	-$22K	–	510
2020 Q4	$22K	Buy	+2,220	New	+$21.9K	0.02%	351

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altus Wealth Group's LUMN Position: Q1 2021 in Review

Altus Wealth Group sold out of Lumen (LUMN) in Q1 2021, closing a stake of 2,220 shares — an estimated $22K sold.

Altus Wealth Group first reported a position in LUMN in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 707 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

Altus Wealth Group reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 2,220 Lumen shares in Q1 2021, an estimated $22K.
Altus Wealth Group first reported a position in Lumen in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Lumen position peaked at $22K in Q4 2020.
707 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.