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Avantax Planning Partners’s Lumen LUMN Stock Holding History

Avantax Planning Partners’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
2020
Q4 		– Sell
-11,002
Closed -$111K – 302
2020
Q3 		$111K Buy
11,002
+171
+2% +$1.78K 0.01% 294
2020
Q2 		$109K Sell
10,831
-1,992
-16% -$19.9K 0.01% 275
2020
Q1 		$121K Buy
+12,823
New +$160K 0.01% 263
2018
Q4 		– Sell
-2,372
Closed -$50K – 816
2018
Q3 		$50K Buy
+2,372
New +$49.6K ﹤0.01% 489
2018
Q2 		– Sell
-11,289
Closed -$185K – 933
2018
Q1 		$185K Buy
11,289
+173
+2% +$3K 0.02% 309
2017
Q4 		$185K Sell
11,116
-3,971
-26% -$67.3K 0.02% 298
2017
Q3 		$285K Buy
+15,087
New +$318K 0.02% 282

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avantax Planning Partners's LUMN Position: Q4 2020 in Review

Avantax Planning Partners sold out of Lumen (LUMN) in Q4 2020, closing a stake of 11,002 shares — an estimated $111K sold.

Avantax Planning Partners first reported a position in LUMN in Q3 2017 and held it in 7 quarters. The position peaked at $285K in Q3 2017. 704 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

  • Avantax Planning Partners reported no remaining Lumen position as of Q4 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 11,002 Lumen shares in Q4 2020, an estimated $111K.
  • Avantax Planning Partners first reported a position in Lumen in Q3 2017 and held it in 7 quarters.
  • Avantax Planning Partners's Lumen position peaked at $285K in Q3 2017.
  • 704 funds tracked by Wall St. Rank held Lumen as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.