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HHM Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

HHM Wealth 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
Q2 		– Sell
-40
Closed -$1K – 640
2021
Q1 		$1K Hold
40
– – ﹤0.01% 559
2020
Q4 		$0 Buy
+40
New +$395 ﹤0.01% 552

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHM Wealth Advisors's LUMN Position: Q2 2021 in Review

HHM Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2021, closing a stake of 40 shares — an estimated $1K sold.

HHM Wealth Advisors first reported a position in LUMN in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • HHM Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 40 Lumen Technologies, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • HHM Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • HHM Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $1K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2021.

Based on HHM Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.