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Professional Financial Advisors’s Lumen LUMN Stock Holding History

Professional Financial 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
-9,748
Closed -$133K – 422
2021
Q2 		$133K Hold
9,748
– – 0.07% 104
2021
Q1 		$130K Sell
9,748
-29
-0.3% -$360 0.08% 98
2020
Q4 		$95K Buy
9,777
+32
+0.3% +$316 0.07% 104
2020
Q3 		$84K Buy
+9,745
New +$101K 0.08% 100

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Professional Financial Advisors's LUMN Position: Q3 2021 in Review

Professional Financial Advisors sold out of Lumen (LUMN) in Q3 2021, closing a stake of 9,748 shares — an estimated $133K sold.

Professional Financial Advisors first reported a position in LUMN in Q3 2020 and held it in 4 quarters. The position peaked at $133K in Q2 2021. 710 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

  • Professional Financial Advisors reported no remaining Lumen position as of Q3 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 9,748 Lumen shares in Q3 2021, an estimated $133K.
  • Professional Financial Advisors first reported a position in Lumen in Q3 2020 and held it in 4 quarters.
  • Professional Financial Advisors's Lumen position peaked at $133K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Professional Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.