Valeo Financial Advisors’s Lumen LUMN Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,000	Closed	-$13K	–	1250
2021 Q1	$13K	Buy	+1,000	New	+$12.4K	﹤0.01%	1294

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

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

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

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

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

Valeo Financial Advisors's LUMN Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Lumen (LUMN) in Q3 2022, closing a stake of 13,684 shares — an estimated $149K sold.

Valeo Financial Advisors first reported a position in LUMN in Q3 2017 and held it in 19 quarters. The position peaked at $285K in Q3 2017. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

Valeo Financial Advisors reported no remaining Lumen position as of Q3 2022 after selling out during the quarter.
Valeo Financial Advisors sold 13,684 Lumen shares in Q3 2022, an estimated $149K.
Valeo Financial Advisors first reported a position in Lumen in Q3 2017 and held it in 19 quarters.
Valeo Financial Advisors's Lumen position peaked at $285K in Q3 2017.
779 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.