Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWMS
Advocacy Wealth Management Services’s
Lincoln National
LNC
Stock Holding History
Advocacy Wealth Management Services’s Portfolio
LNC Stock Details
LNC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-278
Closed
-$19K
–
209
2021
Q4
$19K
Hold
278
–
–
﹤0.01%
99
2021
Q3
$19K
Hold
278
–
–
﹤0.01%
96
2021
Q2
$17K
Sell
278
-65
-19%
-$4.29K
﹤0.01%
114
2021
Q1
$22K
Sell
343
-95
-22%
-$5.25K
﹤0.01%
88
2020
Q4
$22K
Sell
438
-88
-17%
-$3.74K
﹤0.01%
85
2020
Q3
$17K
Sell
526
-65
-11%
-$2.32K
﹤0.01%
88
2020
Q2
$22K
Hold
591
–
–
﹤0.01%
80
2020
Q1
$14K
Buy
+591
New
+$28K
﹤0.01%
88
2018
Q2
–
Sell
-113
Closed
-$8K
–
191
2018
Q1
$8K
Sell
113
-73
-39%
-$5.73K
0.01%
162
2017
Q4
$14K
Sell
186
-97
-34%
-$7.34K
0.01%
134
2017
Q3
$21K
Sell
283
-66
-19%
-$4.66K
0.01%
129
2017
Q2
$24K
Hold
349
–
–
0.01%
118
2017
Q1
$23K
Hold
349
–
–
0.01%
137
2016
Q4
$23K
Sell
349
-80
-19%
-$4.65K
0.01%
129
2016
Q3
$20K
Buy
429
+14
+3%
+$627
0.01%
208
2016
Q2
$16K
Buy
415
+16
+4%
+$679
0.01%
262
2016
Q1
$16K
Buy
399
+190
+91%
+$7.42K
0.01%
314
2015
Q4
$10K
Buy
+209
New
+$10.9K
0.01%
347
Other funds holding LNC
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
LAM
Lyrical Asset Management
New York
$6.56B AUM
20.06%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close