River Wealth Advisors’s Lumen LUMN Stock Holding History

River 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	-32,360	Closed	-$327K	–	204
2020 Q3	$327K	Hold	32,360	–	–	0.09%	158
2020 Q2	$325K	Buy	+32,360	New	+$324K	0.1%	146
2019 Q1	–	Sell	-60	Closed	-$1K	–	346
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	524
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	560
2018 Q2	$1K	Buy	+60	New	+$1.09K	﹤0.01%	558

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

River Wealth Advisors's LUMN Position: Q4 2020 in Review

River Wealth Advisors sold out of Lumen (LUMN) in Q4 2020, closing a stake of 32,360 shares — an estimated $327K sold.

River Wealth Advisors first reported a position in LUMN in Q2 2018 and held it in 5 quarters. The position peaked at $327K in Q3 2020. 704 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

River Wealth Advisors reported no remaining Lumen position as of Q4 2020 after selling out during the quarter.
River Wealth Advisors sold 32,360 Lumen shares in Q4 2020, an estimated $327K.
River Wealth Advisors first reported a position in Lumen in Q2 2018 and held it in 5 quarters.
River Wealth Advisors's Lumen position peaked at $327K in Q3 2020.
704 funds tracked by Wall St. Rank held Lumen as of Q4 2020.

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