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Sutton Wealth Advisors’s Lumen LUMN Stock Holding History

Sutton 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
2023
Q2 		– Sell
-1,113
Closed -$2.95K – 864
2023
Q1 		$2.95K Buy
+1,113
New +$4.49K ﹤0.01% 588
2022
Q4 		– Sell
-830
Closed -$6.04K – 1686
2022
Q3 		$6.04K Buy
830
+39
+5% +$397 ﹤0.01% 1035
2022
Q2 		$8.63K Sell
791
-24
-3% -$269 ﹤0.01% 948
2022
Q1 		$9.19K Buy
815
+381
+88% +$4.36K ﹤0.01% 953
2021
Q4 		$5.45K Buy
434
+59
+16% +$751 ﹤0.01% 1056
2021
Q3 		$4.65K Sell
375
-116
-24% -$1.45K ﹤0.01% 1066
2021
Q2 		$6.67K Buy
491
+174
+55% +$2.4K ﹤0.01% 998
2021
Q1 		$4.23K Buy
317
+12
+4% +$149 ﹤0.01% 1040
2020
Q4 		$2.97K Buy
305
+112
+58% +$1.11K ﹤0.01% 1056
2020
Q3 		$1.95K Buy
193
+40
+26% +$416 ﹤0.01% 1073
2020
Q2 		$1.53K Sell
153
-69
-31% -$690 ﹤0.01% 1085
2020
Q1 		$2.1K Buy
222
+153
+222% +$1.91K ﹤0.01% 1033
2019
Q4 		$911 Hold
69
– – ﹤0.01% 1123
2019
Q3 		$861 Hold
69
– – ﹤0.01% 1124
2019
Q2 		$811 Sell
69
-90
-57% -$1.01K ﹤0.01% 1116
2019
Q1 		$1.91K Sell
159
-2,620
-94% -$36.4K ﹤0.01% 1052
2018
Q4 		$42.1K Sell
2,779
-187
-6% -$3.57K 0.03% 305
2018
Q3 		$62.9K Hold
2,966
– – 0.04% 249
2018
Q2 		$55.3K Buy
2,966
+214
+8% +$3.89K 0.04% 264
2018
Q1 		$45.2K Sell
2,752
-138
-5% -$2.39K 0.03% 297
2017
Q4 		$48.2K Buy
2,890
+2,807
+3,382% +$47.6K 0.04% 283
2017
Q3 		$1.57K Sell
83
-60
-42% -$1.26K ﹤0.01% 972
2017
Q2 		$3.42K Buy
143
+67
+88% +$1.68K ﹤0.01% 918
2017
Q1 		$1.79K Sell
76
-25
-25% -$610 ﹤0.01% 940
2016
Q4 		$2.4K Sell
101
-9
-8% -$229 ﹤0.01% 917
2016
Q3 		$3.02K Hold
110
– – ﹤0.01% 893
2016
Q2 		$3.19K Hold
110
– – ﹤0.01% 854
2016
Q1 		$3.52K Buy
+110
New +$3.08K ﹤0.01% 826

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sutton Wealth Advisors's LUMN Position: Q2 2023 in Review

Sutton Wealth Advisors sold out of Lumen (LUMN) in Q2 2023, closing a stake of 1,113 shares — an estimated $2.95K sold.

Sutton Wealth Advisors first reported a position in LUMN in Q1 2016 and held it in 28 quarters. The position peaked at $62.9K in Q3 2018. 555 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • Sutton Wealth Advisors reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,113 Lumen shares in Q2 2023, an estimated $2.95K.
  • Sutton Wealth Advisors first reported a position in Lumen in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Lumen position peaked at $62.9K in Q3 2018.
  • 555 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Sutton Wealth Advisors's 13F filing for Q2 2023, filed 8 Nov 2023.