Atlas Capital Advisors’s Lumen 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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

First Trust Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors

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