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MPS Loria Financial Planners’s Lumen LUMN Stock Holding History

MPS Loria Financial Planners’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
-210
Closed -$2K – 378
2021
Q1 		$2K Sell
210
-1
-0.5% -$12 ﹤0.01% 445
2020
Q4 		$2K Buy
211
+79
+60% +$780 ﹤0.01% 475
2020
Q3 		$1K Buy
132
+3
+2% +$31 ﹤0.01% 311
2020
Q2 		$1K Buy
+129
New +$1.29K ﹤0.01% 320
2017
Q3 		– Sell
-146
Closed -$3K – 228
2017
Q2 		$3K Buy
+146
New +$3.67K ﹤0.01% 341

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPS Loria Financial Planners's LUMN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Lumen (LUMN) in Q2 2021, closing a stake of 210 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in LUMN in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Lumen position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 210 Lumen shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Lumen in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Lumen position peaked at $3K in Q2 2017.
  • 720 funds tracked by Wall St. Rank held Lumen as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.