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Wealthcare Capital Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-151
Closed -$2K – 408
2021
Q1 		$2K Buy
+151
New +$1.88K ﹤0.01% 578
2020
Q1 		– Sell
-130
Closed -$2K – 479
2019
Q4 		$2K Buy
+130
New +$1.74K ﹤0.01% 503

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's LUMN Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2021, closing a stake of 151 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in LUMN in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 151 Lumen Technologies, Inc. Common Stock shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.