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Certified Advisory Corp’s Lumen 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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 (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 position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 4 Lumen shares in Q2 2021.
  • Certified Advisory Corp first reported a position in Lumen in Q4 2017 and held it in 12 quarters.
  • Certified Advisory Corp's Lumen position peaked at $14K in Q2 2018.
  • 720 funds tracked by Wall St. Rank held Lumen as of Q2 2021.

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