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Strategic Investment Advisors’s Lumen LUMN Stock Holding History

Strategic Investment 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
Q2 		– Sell
-58,044
Closed -$775K – 198
2021
Q1 		$775K Sell
58,044
-1,137
-2% -$14.1K 0.2% 96
2020
Q4 		$577K Buy
59,181
+47,038
+387% +$464K 0.17% 112
2020
Q3 		$123K Buy
+12,143
New +$126K 0.04% 176

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Investment Advisors's LUMN Position: Q2 2021 in Review

Strategic Investment Advisors sold out of Lumen (LUMN) in Q2 2021, closing a stake of 58,044 shares — an estimated $775K sold.

Strategic Investment Advisors first reported a position in LUMN in Q3 2020 and held it in 3 quarters. The position peaked at $775K in Q1 2021. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • Strategic Investment Advisors reported no remaining Lumen position as of Q2 2021 after selling out during the quarter.
  • Strategic Investment Advisors sold 58,044 Lumen shares in Q2 2021, an estimated $775K.
  • Strategic Investment Advisors first reported a position in Lumen in Q3 2020 and held it in 3 quarters.
  • Strategic Investment Advisors's Lumen position peaked at $775K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Lumen as of Q2 2021.

Based on Strategic Investment Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.