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Wealthcare Capital Management’s Lumen 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 $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Lumen (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. 719 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

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

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