Wealth Advisors’s Lumen LUMN Stock Holding History

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
2020 Q4	–	Sell	-29,439	Closed	-$298K	–	87
2020 Q3	$298K	Buy	+29,439	New	+$306K	0.14%	54

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Advisors's LUMN Position: Q4 2020 in Review

Wealth Advisors sold out of Lumen (LUMN) in Q4 2020, closing a stake of 29,439 shares — an estimated $298K sold.

Wealth Advisors first reported a position in LUMN in Q3 2020 and held it in 1 quarter. The position peaked at $298K in Q3 2020. 704 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

Wealth Advisors reported no remaining Lumen position as of Q4 2020 after selling out during the quarter.
Wealth Advisors sold 29,439 Lumen shares in Q4 2020, an estimated $298K.
Wealth Advisors first reported a position in Lumen in Q3 2020 and held it in 1 quarter.
Wealth Advisors's Lumen position peaked at $298K in Q3 2020.
704 funds tracked by Wall St. Rank held Lumen as of Q4 2020.

Based on Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.