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Atlas Capital Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Atlas Capital 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
2023
Q1 		– Sell
-6,319
Closed -$33K – 941
2022
Q4 		$33K Sell
6,319
-10,791
-63% -$66.3K 0.01% 607
2022
Q3 		$125K Sell
17,110
-4,289
-20% -$43.6K 0.02% 411
2022
Q2 		$233K Buy
21,399
+3,536
+20% +$39.7K 0.04% 346
2022
Q1 		$201K Sell
17,863
-3,727
-17% -$42.7K 0.03% 355
2021
Q4 		$271K Sell
21,590
-107
-0.5% -$1.36K 0.04% 312
2021
Q3 		$269K Hold
21,697
– – 0.04% 303
2021
Q2 		$295K Buy
21,697
+384
+2% +$5.3K 0.05% 299
2021
Q1 		$285K Buy
21,313
+1,000
+5% +$12.4K 0.06% 279
2020
Q4 		$198K Sell
20,313
-645
-3% -$6.37K 0.04% 306
2020
Q3 		$211K Hold
20,958
– – 0.05% 283
2020
Q2 		$210K Buy
20,958
+2,404
+13% +$24K 0.05% 301
2020
Q1 		$176K Buy
18,554
+14,719
+384% +$184K 0.05% 287
2019
Q4 		$50.7K Buy
+3,835
New +$51.4K 0.01% 466
2019
Q2 		– Sell
-286
Closed -$3.45K – 673
2019
Q1 		$3.45K Sell
286
-25,425
-99% -$353K ﹤0.01% 554
2018
Q4 		$390K Buy
25,711
+6,228
+32% +$119K 0.16% 170
2018
Q3 		$426K Buy
19,483
+15,960
+453% +$334K 0.14% 191
2018
Q2 		$69.2K Hold
3,523
– – 0.02% 379
2018
Q1 		$57.9K Buy
+3,523
New +$61.1K 0.02% 409

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlas Capital Advisors's LUMN Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 6,319 shares — an estimated $33K sold.

Atlas Capital Advisors first reported a position in LUMN in Q1 2018 and held it in 18 quarters. The position peaked at $426K in Q3 2018. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Atlas Capital Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 6,319 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $33K.
  • Atlas Capital Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2018 and held it in 18 quarters.
  • Atlas Capital Advisors's Lumen Technologies, Inc. Common Stock position peaked at $426K in Q3 2018.
  • 637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.