Wealthcare Advisory Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-10,294	Closed	-$140K	–	568
2021 Q2	$140K	Buy	10,294 +9,766	+1,850%	+$135K	0.01%	536
2021 Q1	$7K	Buy	+528	New	+$6.56K	﹤0.01%	1557
2020 Q2	–	Sell	-1,260	Closed	-$12K	–	925
2020 Q1	$12K	Sell	1,260 -381	-23%	-$4.76K	﹤0.01%	873
2019 Q4	$22K	Sell	1,641 -1,101	-40%	-$14.8K	﹤0.01%	742
2019 Q3	$34K	Buy	2,742 +775	+39%	+$9.2K	﹤0.01%	620
2019 Q2	$23K	Buy	1,967 +1,708	+659%	+$19.2K	﹤0.01%	690
2019 Q1	$3K	Sell	259 -69	-21%	-$959	﹤0.01%	1054
2018 Q4	$5K	Sell	328 -38	-10%	-$725	﹤0.01%	935
2018 Q3	$8K	Buy	366 +4	+1%	+$84	﹤0.01%	900
2018 Q2	$7K	Sell	362 -64	-15%	-$1.16K	﹤0.01%	926
2018 Q1	$7K	Sell	426 -106	-20%	-$1.84K	﹤0.01%	791
2017 Q4	$9K	Buy	532 +274	+106%	+$4.65K	﹤0.01%	698
2017 Q3	$5K	Buy	258 +257	+25,700%	+$5.41K	﹤0.01%	647
2017 Q2	$0	Hold	1	–	–	﹤0.01%	121
2017 Q1	$0	Hold	1	–	–	﹤0.01%	126
2016 Q4	$0	Hold	1	–	–	﹤0.01%	116
2016 Q3	$0	Hold	1	–	–	﹤0.01%	111
2016 Q2	$0	Buy	+1	New	+$29	﹤0.01%	123

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 $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealthcare Advisory Partners's LUMN Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2021, closing a stake of 10,294 shares — an estimated $140K sold.

Wealthcare Advisory Partners first reported a position in LUMN in Q2 2016 and held it in 18 quarters. The position peaked at $140K in Q2 2021. 711 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

Wealthcare Advisory Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,294 Lumen Technologies, Inc. Common Stock shares in Q3 2021, an estimated $140K.
Wealthcare Advisory Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2016 and held it in 18 quarters.
Wealthcare Advisory Partners's Lumen Technologies, Inc. Common Stock position peaked at $140K in Q2 2021.
711 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.