Guidance Point Advisors’s Lumen LUMN Stock Holding History

Guidance Point 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	-364	Closed	-$4K	–	263
2021 Q3	$4K	Buy	+364	New	+$4.56K	﹤0.01%	354

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guidance Point Advisors's LUMN Position: Q4 2021 in Review

Guidance Point Advisors sold out of Lumen (LUMN) in Q4 2021, closing a stake of 364 shares — an estimated $4K sold.

Guidance Point Advisors first reported a position in LUMN in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

Guidance Point Advisors reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 364 Lumen shares in Q4 2021, an estimated $4K.
Guidance Point Advisors first reported a position in Lumen in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Lumen position peaked at $4K in Q3 2021.
791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

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