WQ
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Wealth Quarterback’s Lumen LUMN Stock Holding History

Wealth Quarterback’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
Q3 		$4K Buy
275
+35
+15% +$439 ﹤0.01% 624
2021
Q2 		$4K Buy
+240
New +$3.31K ﹤0.01% 649
2020
Q2 		– Sell
-339
Closed -$3.21K – 477
2020
Q1 		$3.21K Sell
339
-8,125
-96% -$102K ﹤0.01% 683
2019
Q4 		$14.2K Buy
+8,464
New +$113K 0.01% 440

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Quarterback's LUMN Position: Q3 2021 in Review

Wealth Quarterback increased its Lumen (LUMN) stake by 15% in Q3 2021, buying an estimated $439 and bringing the position to 275 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Wealth Quarterback first reported a position in LUMN in Q4 2019 and has held it in 4 quarters since. The position peaked at $14.2K in Q4 2019. 711 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

  • Wealth Quarterback held 275 shares of Lumen worth $4K as of Q3 2021.
  • Wealth Quarterback bought 35 Lumen shares in Q3 2021, an estimated $439.
  • Lumen made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #624 holding.
  • Wealth Quarterback first reported a position in Lumen in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Lumen position peaked at $14.2K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.