FFA
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Founders Financial Alliance’s Lumen LUMN Stock Holding History

Founders Financial Alliance’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
Q1 		– Sell
-10,315
Closed -$101K – 478
2020
Q4 		$101K Buy
10,315
+1,472
+17% +$14.5K 0.06% 240
2020
Q3 		$89K Buy
+8,843
New +$91.9K 0.05% 284

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's LUMN Position: Q1 2021 in Review

Founders Financial Alliance sold out of Lumen (LUMN) in Q1 2021, closing a stake of 10,315 shares — an estimated $101K sold.

Founders Financial Alliance first reported a position in LUMN in Q3 2020 and held it in 2 quarters. The position peaked at $101K in Q4 2020. 707 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

  • Founders Financial Alliance reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 10,315 Lumen shares in Q1 2021, an estimated $101K.
  • Founders Financial Alliance first reported a position in Lumen in Q3 2020 and held it in 2 quarters.
  • Founders Financial Alliance's Lumen position peaked at $101K in Q4 2020.
  • 707 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on Founders Financial Alliance's 13F filing for Q1 2021, filed 14 May 2021.