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Garrett Wealth Advisory Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-155
Closed -$1.93K – 392
2019
Q3 		$1.93K Buy
+155
New +$1.84K ﹤0.01% 566

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 $3.38T AUM 44.17% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garrett Wealth Advisory Group's LUMN Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2019, closing a stake of 155 shares — an estimated $1.93K sold.

Garrett Wealth Advisory Group first reported a position in LUMN in Q3 2019 and held it in 1 quarter. The position peaked at $1.93K in Q3 2019. 722 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 155 Lumen Technologies, Inc. Common Stock shares in Q4 2019, an estimated $1.93K.
  • Garrett Wealth Advisory Group first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Lumen Technologies, Inc. Common Stock position peaked at $1.93K in Q3 2019.
  • 722 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.