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Independent Solutions Wealth Management’s Lumen LUMN Stock Holding History

Independent Solutions 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
Q2 		– Sell
-18,143
Closed -$242K – 211
2021
Q1 		$242K Buy
+18,143
New +$225K 0.07% 172

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

Independent Solutions Wealth Management's LUMN Position: Q2 2021 in Review

Independent Solutions Wealth Management sold out of Lumen (LUMN) in Q2 2021, closing a stake of 18,143 shares — an estimated $242K sold.

Independent Solutions Wealth Management first reported a position in LUMN in Q1 2021 and held it in 1 quarter. The position peaked at $242K in Q1 2021. 719 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining Lumen position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 18,143 Lumen shares in Q2 2021, an estimated $242K.
  • Independent Solutions Wealth Management first reported a position in Lumen in Q1 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Lumen position peaked at $242K in Q1 2021.
  • 719 funds tracked by Wall St. Rank held Lumen as of Q2 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2021, filed 19 Dec 2024.