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Wilbanks Smith & Thomas Asset Management’s Lumen LUMN Stock Holding History

Wilbanks Smith & Thomas Asset 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
2020
Q2 		– Sell
-15,429
Closed -$146K – 397
2020
Q1 		$146K Sell
15,429
-81,726
-84% -$1.02M 0.01% 349
2019
Q4 		$1.28M Buy
97,155
+28,382
+41% +$381K 0.08% 160
2019
Q3 		$858K Sell
68,773
-7,160
-9% -$85K 0.05% 177
2019
Q2 		$893K Buy
75,933
+5,062
+7% +$56.9K 0.06% 177
2019
Q1 		$850K Buy
+70,871
New +$985K 0.05% 182
2018
Q4 		– Sell
-3,661
Closed -$78K – 900
2018
Q3 		$78K Buy
+3,661
New +$76.6K ﹤0.01% 596

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return