Harvest Group Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Harvest Group Wealth Management’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	-553	Closed	-$5K	–	411
2020 Q4	$5K	Hold	553	–	–	﹤0.01%	261
2020 Q3	$6K	Sell	553 -100	-15%	-$1.04K	﹤0.01%	254
2020 Q2	$6K	Sell	653 -400	-38%	-$4K	0.01%	240
2020 Q1	$9K	Buy	1,053 +1,001	+1,925%	+$12.5K	0.01%	214
2019 Q4	$0	Sell	52 -1	-2%	-$13	﹤0.01%	1001
2019 Q3	$1K	Buy	53 +1	+2%	+$12	﹤0.01%	875
2019 Q2	$0	Buy	52 +1	+2%	+$11	﹤0.01%	960
2019 Q1	$1K	Buy	+51	New	+$709	﹤0.01%	795

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's LUMN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2021, closing a stake of 553 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in LUMN in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q1 2020. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

Harvest Group Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 553 Lumen Technologies, Inc. Common Stock shares in Q1 2021, an estimated $5K.
Harvest Group Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $9K in Q1 2020.
708 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.