WealthShield Partners’s Lumen LUMN Stock Holding History

WealthShield 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	-1,020	Closed	-$14K	–	518
2021 Q2	$14K	Hold	1,020	–	–	﹤0.01%	708
2021 Q1	$14K	Buy	+1,020	New	+$12.7K	﹤0.01%	745

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

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

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

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 $1.02T AUM 30.18% 1-Year Est. Return

WealthShield Partners's LUMN Position: Q3 2021 in Review

WealthShield Partners sold out of Lumen (LUMN) in Q3 2021, closing a stake of 1,020 shares — an estimated $14K sold.

WealthShield Partners first reported a position in LUMN in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 710 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

WealthShield Partners reported no remaining Lumen position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,020 Lumen shares in Q3 2021, an estimated $14K.
WealthShield Partners first reported a position in Lumen in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Lumen position peaked at $14K in Q2 2021.
710 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.