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Financial Sense Advisors’s Lumen LUMN Stock Holding History

Financial Sense 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
-13,490
Closed -$167K – 117
2021
Q3 		$167K Buy
+13,490
New +$169K 0.06% 101
2018
Q4 		– Sell
-10,001
Closed -$212K – 58
2018
Q3 		$212K Buy
+10,001
New +$209K 0.09% 65

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Sense Advisors's LUMN Position: Q4 2021 in Review

Financial Sense Advisors sold out of Lumen (LUMN) in Q4 2021, closing a stake of 13,490 shares — an estimated $167K sold.

Financial Sense Advisors first reported a position in LUMN in Q3 2018 and held it in 2 quarters. The position peaked at $212K in Q3 2018. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

  • Financial Sense Advisors reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
  • Financial Sense Advisors sold 13,490 Lumen shares in Q4 2021, an estimated $167K.
  • Financial Sense Advisors first reported a position in Lumen in Q3 2018 and held it in 2 quarters.
  • Financial Sense Advisors's Lumen position peaked at $212K in Q3 2018.
  • 791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Financial Sense Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.