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Outlook Wealth Advisors’s Lumen LUMN Stock Holding History

Outlook 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
2021
Q3 		– Sell
-288,751
Closed -$3.92M – 217
2021
Q2 		$3.92M Buy
288,751
+8,115
+3% +$112K 1.25% 22
2021
Q1 		$3.75M Buy
280,636
+62,936
+29% +$782K 1.3% 21
2020
Q4 		$2.12M Buy
+217,700
New +$2.15M 0.77% 29

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Outlook Wealth Advisors's LUMN Position: Q3 2021 in Review

Outlook Wealth Advisors sold out of Lumen (LUMN) in Q3 2021, closing a stake of 288,751 shares — an estimated $3.92M sold.

Outlook Wealth Advisors first reported a position in LUMN in Q4 2020 and held it in 3 quarters. The position peaked at $3.92M in Q2 2021. 711 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

  • Outlook Wealth Advisors reported no remaining Lumen position as of Q3 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 288,751 Lumen shares in Q3 2021, an estimated $3.92M.
  • Outlook Wealth Advisors first reported a position in Lumen in Q4 2020 and held it in 3 quarters.
  • Outlook Wealth Advisors's Lumen position peaked at $3.92M in Q2 2021.
  • 711 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Outlook Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.