TriaGen Wealth Management’s Lumen LUMN Stock Holding History

TriaGen 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
2021 Q1	–	Sell	-27,500	Closed	-$268K	–	178
2020 Q4	$268K	Buy	+27,500	New	+$271K	0.16%	140

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TriaGen Wealth Management's LUMN Position: Q1 2021 in Review

TriaGen Wealth Management sold out of Lumen (LUMN) in Q1 2021, closing a stake of 27,500 shares — an estimated $268K sold.

TriaGen Wealth Management first reported a position in LUMN in Q4 2020 and held it in 1 quarter. The position peaked at $268K in Q4 2020. 707 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

TriaGen Wealth Management reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
TriaGen Wealth Management sold 27,500 Lumen shares in Q1 2021, an estimated $268K.
TriaGen Wealth Management first reported a position in Lumen in Q4 2020 and held it in 1 quarter.
TriaGen Wealth Management's Lumen position peaked at $268K in Q4 2020.
707 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on TriaGen Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.