Wealthcare Advisory Partners’s Lumen 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

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

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

Geode Capital Management

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

Dimensional Fund Advisors

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return