Values First Advisors’s Lumen LUMN Stock Holding History

Values First 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	-236	Closed	-$625	–	260
2023 Q1	$625	Buy	+236	New	+$952	﹤0.01%	335

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

Values First Advisors's LUMN Position: Q2 2023 in Review

Values First Advisors sold out of Lumen (LUMN) in Q2 2023, closing a stake of 236 shares — an estimated $625 sold.

Values First Advisors first reported a position in LUMN in Q1 2023 and held it in 1 quarter. The position peaked at $625 in Q1 2023. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

Values First Advisors reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 236 Lumen shares in Q2 2023, an estimated $625.
Values First Advisors first reported a position in Lumen in Q1 2023 and held it in 1 quarter.
Values First Advisors's Lumen position peaked at $625 in Q1 2023.
554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.