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Beacon Pointe Wealth Advisors’s Lumen LUMN Stock Holding History

Beacon Pointe Wealth 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
2019
Q3 		– Sell
-11,494
Closed -$135K – 279
2019
Q2 		$135K Buy
11,494
+1,169
+11% +$13.2K 0.03% 261
2019
Q1 		$123K Buy
+10,325
New +$143K 0.03% 254

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beacon Pointe Wealth Advisors's LUMN Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Lumen (LUMN) in Q3 2019, closing a stake of 11,494 shares — an estimated $135K sold.

Beacon Pointe Wealth Advisors first reported a position in LUMN in Q1 2019 and held it in 2 quarters. The position peaked at $135K in Q2 2019. 691 funds tracked by Wall St. Rank hold LUMN as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Lumen position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 11,494 Lumen shares in Q3 2019, an estimated $135K.
  • Beacon Pointe Wealth Advisors first reported a position in Lumen in Q1 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Lumen position peaked at $135K in Q2 2019.
  • 691 funds tracked by Wall St. Rank held Lumen as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.