Trifecta Capital Advisors’s Lumen LUMN Stock Holding History

Trifecta Capital 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	-738	Closed	-$1.96K	–	423
2023 Q1	$1.96K	Buy	+738	New	+$2.98K	﹤0.01%	308

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Trifecta Capital Advisors's LUMN Position: Q2 2023 in Review

Trifecta Capital Advisors sold out of Lumen (LUMN) in Q2 2023, closing a stake of 738 shares — an estimated $1.96K sold.

Trifecta Capital Advisors first reported a position in LUMN in Q1 2023 and held it in 1 quarter. The position peaked at $1.96K in Q1 2023. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

Trifecta Capital Advisors reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
Trifecta Capital Advisors sold 738 Lumen shares in Q2 2023, an estimated $1.96K.
Trifecta Capital Advisors first reported a position in Lumen in Q1 2023 and held it in 1 quarter.
Trifecta Capital Advisors's Lumen position peaked at $1.96K in Q1 2023.
554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Trifecta Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.