Atlas Private Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-18	Closed	–	–	258
2021 Q1	$0	Buy	+18	New	+$224	﹤0.01%	427
2020 Q3	–	Sell	-72	Closed	-$1K	–	439
2020 Q2	$1K	Hold	72	–	–	﹤0.01%	437
2020 Q1	$1K	Hold	72	–	–	﹤0.01%	432
2019 Q4	$1K	Buy	+72	New	+$965	﹤0.01%	451

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Private Wealth Management's LUMN Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2021, closing a stake of 18 shares.

Atlas Private Wealth Management first reported a position in LUMN in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

Atlas Private Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 18 Lumen Technologies, Inc. Common Stock shares in Q2 2021.
Atlas Private Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $1K in Q2 2020.
720 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.