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	–	570
2022 Q4	$480	Buy	+92	New	+$565	﹤0.01%	509
2022 Q1	–	Sell	-87	Closed	-$1.09K	–	611
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	–	444
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	–	485
2018 Q1	$3.88K	Buy	+236	New	+$4.09K	﹤0.01%	381
2017 Q4	–	Sell	-32	Closed	-$605	–	482
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

West Paces Advisors's LUMN Position: Q1 2023 in Review

West Paces Advisors sold out of Lumen (LUMN) in Q1 2023, closing a stake of 92 shares — an estimated $480 sold.

West Paces Advisors first reported a position in LUMN in Q4 2016 and held it in 11 quarters. The position peaked at $13.2K in Q4 2019. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

West Paces Advisors reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
West Paces Advisors sold 92 Lumen shares in Q1 2023, an estimated $480.
West Paces Advisors first reported a position in Lumen in Q4 2016 and held it in 11 quarters.
West Paces Advisors's Lumen position peaked at $13.2K in Q4 2019.
637 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.