Certified Advisory Corp’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Certified Advisory Corp’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	-4	Closed	–	–	507
2021 Q1	$0	Buy	+4	New	+$50	﹤0.01%	791
2020 Q2	$0	Hold	6	–	–	﹤0.01%	790
2020 Q1	$0	Sell	6 -50	-89%	-$625	﹤0.01%	806
2019 Q4	$1K	Sell	56 -372	-87%	-$4.99K	﹤0.01%	767
2019 Q3	$5K	Buy	428 +8	+2%	+$95	﹤0.01%	671
2019 Q2	$5K	Sell	420 -199	-32%	-$2.24K	﹤0.01%	683
2019 Q1	$7K	Buy	619 +9	+1%	+$125	﹤0.01%	594
2018 Q4	$9K	Buy	610 +18	+3%	+$344	﹤0.01%	552
2018 Q3	$13K	Sell	592 -184	-24%	-$3.85K	0.01%	529
2018 Q2	$14K	Buy	776 +23	+3%	+$418	0.01%	489
2018 Q1	$12K	Buy	753 +22	+3%	+$382	0.01%	485
2017 Q4	$12K	Buy	+731	New	+$12.4K	0.01%	447

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

Certified Advisory Corp's LUMN Position: Q2 2021 in Review

Certified Advisory Corp sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2021, closing a stake of 4 shares.

Certified Advisory Corp first reported a position in LUMN in Q4 2017 and held it in 12 quarters. The position peaked at $14K in Q2 2018. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

Certified Advisory Corp reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 4 Lumen Technologies, Inc. Common Stock shares in Q2 2021.
Certified Advisory Corp first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Lumen Technologies, Inc. Common Stock position peaked at $14K in Q2 2018.
720 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.