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Evolution Wealth Advisors’s Lumen LUMN Stock Holding History

Evolution 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
2021
Q4 		– Sell
-2,500
Closed -$31K – 424
2021
Q3 		$31K Buy
+2,500
New +$31.3K 0.01% 267
2020
Q1 		– Sell
-188
Closed -$2K – 515
2019
Q4 		$2K Buy
+188
New +$2.52K ﹤0.01% 582

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's LUMN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Lumen (LUMN) in Q4 2021, closing a stake of 2,500 shares — an estimated $31K sold.

Evolution Wealth Advisors first reported a position in LUMN in Q4 2019 and held it in 2 quarters. The position peaked at $31K in Q3 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,500 Lumen shares in Q4 2021, an estimated $31K.
  • Evolution Wealth Advisors first reported a position in Lumen in Q4 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Lumen position peaked at $31K in Q3 2021.
  • 791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.