Montag & Associates
LUMN icon

Montag & Associates’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Montag & 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
2021
Q4 		– Sell
-195
Closed -$2K – 888
2021
Q3 		$2K Hold
195
– – ﹤0.01% 796
2021
Q2 		$3K Hold
195
– – ﹤0.01% 776
2021
Q1 		$3K Hold
195
– – ﹤0.01% 780
2020
Q4 		$2K Buy
+195
New +$1.93K ﹤0.01% 767

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SAM
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State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montag & Associates's LUMN Position: Q4 2021 in Review

Montag & Associates sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2021, closing a stake of 195 shares — an estimated $2K sold.

Montag & Associates first reported a position in LUMN in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

  • Montag & Associates reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 195 Lumen Technologies, Inc. Common Stock shares in Q4 2021, an estimated $2K.
  • Montag & Associates first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Montag & Associates's Lumen Technologies, Inc. Common Stock position peaked at $3K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.