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Intercontinental Wealth Advisors’s Lumen LUMN Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-4,500
Closed -$65K – 247
2019
Q4 		$65K Hold
4,500
– – 0.05% 171
2019
Q3 		$56K Buy
4,500
+1,500
+50% +$17.8K 0.03% 208
2019
Q2 		$35K Hold
3,000
– – 0.02% 231
2019
Q1 		$36K Sell
3,000
-1,000
-25% -$13.9K 0.02% 252
2018
Q4 		$61K Buy
+4,000
New +$76.3K 0.03% 207

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intercontinental Wealth Advisors's LUMN Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Lumen (LUMN) in Q1 2020, closing a stake of 4,500 shares — an estimated $65K sold.

Intercontinental Wealth Advisors first reported a position in LUMN in Q4 2018 and held it in 5 quarters. The position peaked at $65K in Q4 2019. 692 funds tracked by Wall St. Rank hold LUMN as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Lumen position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 4,500 Lumen shares in Q1 2020, an estimated $65K.
  • Intercontinental Wealth Advisors first reported a position in Lumen in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Lumen position peaked at $65K in Q4 2019.
  • 692 funds tracked by Wall St. Rank held Lumen as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.