Iowa State Bank’s Lumen LUMN Stock Holding History

Iowa State Bank’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 Q3	–	Sell	-14,001	Closed	-$190K	–	122
2021 Q2	$190K	Hold	14,001	–	–	0.05%	117
2021 Q1	$187K	Hold	14,001	–	–	0.06%	119
2020 Q4	$137K	Hold	14,001	–	–	0.05%	122
2020 Q3	$141K	Buy	+14,001	New	+$145K	0.05%	114

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iowa State Bank's LUMN Position: Q3 2021 in Review

Iowa State Bank sold out of Lumen (LUMN) in Q3 2021, closing a stake of 14,001 shares — an estimated $190K sold.

Iowa State Bank first reported a position in LUMN in Q3 2020 and held it in 4 quarters. The position peaked at $190K in Q2 2021. 710 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

Iowa State Bank reported no remaining Lumen position as of Q3 2021 after selling out during the quarter.
Iowa State Bank sold 14,001 Lumen shares in Q3 2021, an estimated $190K.
Iowa State Bank first reported a position in Lumen in Q3 2020 and held it in 4 quarters.
Iowa State Bank's Lumen position peaked at $190K in Q2 2021.
710 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Iowa State Bank's 13F filing for Q3 2021, filed 12 Oct 2021.