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Hoover Financial Advisors’s Lumen LUMN Stock Holding History

Hoover Financial 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
-421
Closed -$6K – 673
2021
Q1 		$6K Hold
421
– – ﹤0.01% 480
2020
Q4 		$5K Buy
+421
New +$4.16K ﹤0.01% 460
2020
Q3 		– Sell
-421
Closed -$4K – 353
2020
Q2 		$4K Buy
+421
New +$4.21K ﹤0.01% 409

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoover Financial Advisors's LUMN Position: Q2 2021 in Review

Hoover Financial Advisors sold out of Lumen (LUMN) in Q2 2021, closing a stake of 421 shares — an estimated $6K sold.

Hoover Financial Advisors first reported a position in LUMN in Q2 2020 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • Hoover Financial Advisors reported no remaining Lumen position as of Q2 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 421 Lumen shares in Q2 2021, an estimated $6K.
  • Hoover Financial Advisors first reported a position in Lumen in Q2 2020 and held it in 3 quarters.
  • Hoover Financial Advisors's Lumen position peaked at $6K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Lumen as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.