U.S. Capital Wealth Advisors’s Lumen LUMN Stock Holding History

U.S. Capital 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 Q1	–	Sell	-50	Closed	-$261	–	1144
2022 Q4	$261	Sell	50 -34,067	-100%	-$209K	﹤0.01%	1597
2022 Q3	$248K	Buy	+34,117	New	+$347K	0.01%	552
2021 Q4	–	Sell	-12,050	Closed	-$149K	–	742
2021 Q3	$149K	Buy	+12,050	New	+$151K	0.01%	693

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's LUMN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Lumen (LUMN) in Q1 2023, closing a stake of 50 shares — an estimated $261 sold.

U.S. Capital Wealth Advisors first reported a position in LUMN in Q3 2021 and held it in 3 quarters. The position peaked at $248K in Q3 2022. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 50 Lumen shares in Q1 2023, an estimated $261.
U.S. Capital Wealth Advisors first reported a position in Lumen in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Lumen position peaked at $248K in Q3 2022.
635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.