West Paces Advisors’s Lumen LUMN Stock Holding History

West Paces Advisors’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
2023 Q1	–	Sell	-92	Closed	-$480	–	573
2022 Q4	$480	Buy	+92	New	+$565	﹤0.01%	509
2022 Q1	–	Sell	-87	Closed	-$1.09K	–	614
2021 Q4	$1.09K	Hold	87	–	–	﹤0.01%	541
2021 Q3	$1.08K	Hold	87	–	–	﹤0.01%	556
2021 Q2	$1.18K	Buy	+87	New	+$1.2K	﹤0.01%	589
2020 Q2	–	Sell	-500	Closed	-$4.73K	–	446
2020 Q1	$4.73K	Sell	500 -500	-50%	-$6.25K	﹤0.01%	369
2019 Q4	$13.2K	Buy	+1,000	New	+$13.4K	0.01%	319
2018 Q2	–	Sell	-236	Closed	-$3.88K	–	487
2018 Q1	$3.88K	Buy	+236	New	+$4.09K	﹤0.01%	381
2017 Q4	–	Sell	-32	Closed	-$605	–	488
2017 Q3	$605	Hold	32	–	–	﹤0.01%	465
2017 Q2	$764	Hold	32	–	–	﹤0.01%	487
2017 Q1	$754	Sell	32 -102	-76%	-$2.49K	﹤0.01%	488
2016 Q4	$3.19K	Buy	+134	New	+$3.4K	﹤0.01%	446

Other funds holding LUMN

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

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

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

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

First Trust Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors

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