Joseph P. Lucia & Associates’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-510	Closed	-$5K	–	293
2020 Q2	$5K	Hold	510	–	–	﹤0.01%	373
2020 Q1	$5K	Sell	510 -245	-32%	-$3.06K	0.01%	344
2019 Q4	$10K	Sell	755 -200	-21%	-$2.68K	0.01%	312
2019 Q3	$12K	Hold	955	–	–	0.01%	293
2019 Q2	$11K	Buy	955 +200	+26%	+$2.25K	0.01%	296
2019 Q1	$9.46K	Buy	+755	New	+$10.5K	0.02%	227

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joseph P. Lucia & Associates's LUMN Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2020, closing a stake of 510 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in LUMN in Q1 2019 and held it in 6 quarters. The position peaked at $12K in Q3 2019. 707 funds tracked by Wall St. Rank hold LUMN as of Q3 2020.

Joseph P. Lucia & Associates reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
Joseph P. Lucia & Associates sold 510 Lumen Technologies, Inc. Common Stock shares in Q3 2020, an estimated $5K.
Joseph P. Lucia & Associates first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2019 and held it in 6 quarters.
Joseph P. Lucia & Associates's Lumen Technologies, Inc. Common Stock position peaked at $12K in Q3 2019.
707 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.