YorkBridge Wealth Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-91	Closed	-$1K	–	454
2019 Q2	$1K	Hold	91	–	–	﹤0.01%	727
2019 Q1	$1K	Buy	91 +81	+810%	+$1.13K	﹤0.01%	728
2018 Q4	$0	Hold	10	–	–	﹤0.01%	753
2018 Q3	$0	Sell	10 -145	-94%	-$3.03K	﹤0.01%	807
2018 Q2	$3K	Hold	155	–	–	﹤0.01%	743
2018 Q1	$3K	Hold	155	–	–	﹤0.01%	732
2017 Q4	$3K	Hold	155	–	–	﹤0.01%	763
2017 Q3	$3K	Hold	155	–	–	﹤0.01%	745
2017 Q2	$4K	Hold	155	–	–	﹤0.01%	727
2017 Q1	$4K	Hold	155	–	–	﹤0.01%	712
2016 Q4	$4K	Buy	+155	New	+$3.94K	﹤0.01%	693

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YorkBridge Wealth Partners's LUMN Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2019, closing a stake of 91 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in LUMN in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2017. 691 funds tracked by Wall St. Rank hold LUMN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 91 Lumen Technologies, Inc. Common Stock shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $4K in Q2 2017.
691 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.