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Paulson Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Paulson Wealth Management’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
2019
Q2 		– Sell
-12,347
Closed -$148K – 109
2019
Q1 		$148K Buy
12,347
+1,419
+13% +$19.7K 0.11% 110
2018
Q4 		$168K Buy
+10,928
New +$209K 0.14% 110
2018
Q1 		– Sell
-1,849
Closed -$31K – 349
2017
Q4 		$31K Buy
+1,849
New +$31.4K 0.03% 241

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 $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paulson Wealth Management's LUMN Position: Q2 2019 in Review

Paulson Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2019, closing a stake of 12,347 shares — an estimated $148K sold.

Paulson Wealth Management first reported a position in LUMN in Q4 2017 and held it in 3 quarters. The position peaked at $168K in Q4 2018. 706 funds tracked by Wall St. Rank hold LUMN as of Q2 2019.

  • Paulson Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Paulson Wealth Management sold 12,347 Lumen Technologies, Inc. Common Stock shares in Q2 2019, an estimated $148K.
  • Paulson Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 3 quarters.
  • Paulson Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $168K in Q4 2018.
  • 706 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2019.

Based on Paulson Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.