Pacific Capital Wealth Advisors’s Lumen LUMN Stock Holding History

Pacific Capital 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	-250	Closed	-$3K	–	137
2020 Q3	$3K	Buy	+250	New	+$2.6K	﹤0.01%	195

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

Pacific Capital Wealth Advisors's LUMN Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Lumen (LUMN) in Q4 2020, closing a stake of 250 shares — an estimated $3K sold.

Pacific Capital Wealth Advisors first reported a position in LUMN in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 703 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

Pacific Capital Wealth Advisors reported no remaining Lumen position as of Q4 2020 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 250 Lumen shares in Q4 2020, an estimated $3K.
Pacific Capital Wealth Advisors first reported a position in Lumen in Q3 2020 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Lumen position peaked at $3K in Q3 2020.
703 funds tracked by Wall St. Rank held Lumen as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.