FFA
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Freedman Financial Associates’s Lumen LUMN Stock Holding History

Freedman Financial Associates’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
Q3 		– Sell
-52
Closed -$1K – 483
2021
Q2 		$1K Hold
52
– – ﹤0.01% 454
2021
Q1 		$1K Hold
52
– – ﹤0.01% 454
2020
Q4 		$1K Buy
+52
New +$513 ﹤0.01% 452

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SAM
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Freedman Financial Associates's LUMN Position: Q3 2021 in Review

Freedman Financial Associates sold out of Lumen (LUMN) in Q3 2021, closing a stake of 52 shares — an estimated $1K sold.

Freedman Financial Associates first reported a position in LUMN in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 710 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

  • Freedman Financial Associates reported no remaining Lumen position as of Q3 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 52 Lumen shares in Q3 2021, an estimated $1K.
  • Freedman Financial Associates first reported a position in Lumen in Q4 2020 and held it in 3 quarters.
  • Freedman Financial Associates's Lumen position peaked at $1K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Freedman Financial Associates's 13F filing for Q3 2021, filed 8 Oct 2021.