Paces Ferry Wealth Advisors’s Lumen LUMN Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-661	Closed	-$7K	–	688
2020 Q3	$7K	Buy	+661	New	+$6.87K	0.01%	493

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Paces Ferry Wealth Advisors's LUMN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Lumen (LUMN) in Q4 2020, closing a stake of 661 shares — an estimated $7K sold.

Paces Ferry Wealth Advisors first reported a position in LUMN in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 703 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Lumen position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 661 Lumen shares in Q4 2020, an estimated $7K.
Paces Ferry Wealth Advisors first reported a position in Lumen in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Lumen position peaked at $7K in Q3 2020.
703 funds tracked by Wall St. Rank held Lumen as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.