Taylor Hoffman Wealth Management’s Lumen LUMN Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-82	Closed	-$1K	–	251
2020 Q2	$1K	Buy	+82	New	+$820	﹤0.01%	379
2020 Q1	–	Sell	-82	Closed	-$1K	–	258
2019 Q4	$1K	Hold	82	–	–	﹤0.01%	414
2019 Q3	$1K	Hold	82	–	–	﹤0.01%	413
2019 Q2	$1K	Hold	82	–	–	﹤0.01%	401
2019 Q1	$1K	Hold	82	–	–	﹤0.01%	406
2018 Q4	$1K	Hold	82	–	–	﹤0.01%	404
2018 Q3	$2K	Hold	82	–	–	﹤0.01%	386
2018 Q2	$2K	Hold	82	–	–	﹤0.01%	370
2018 Q1	$1K	Hold	82	–	–	﹤0.01%	426
2017 Q4	$1K	Buy	+82	New	+$1.39K	﹤0.01%	427

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Taylor Hoffman Wealth Management's LUMN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Lumen (LUMN) in Q3 2020, closing a stake of 82 shares — an estimated $1K sold.

Taylor Hoffman Wealth Management first reported a position in LUMN in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q3 2018. 707 funds tracked by Wall St. Rank hold LUMN as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Lumen position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 82 Lumen shares in Q3 2020, an estimated $1K.
Taylor Hoffman Wealth Management first reported a position in Lumen in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Lumen position peaked at $2K in Q3 2018.
707 funds tracked by Wall St. Rank held Lumen as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.