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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advocacy Wealth Management Services's LNC Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 278 shares — an estimated $19K sold.

Advocacy Wealth Management Services first reported a position in LNC in Q4 2015 and held it in 18 quarters. The position peaked at $24K in Q2 2017. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 278 Lincoln National shares in Q1 2022, an estimated $19K.
Advocacy Wealth Management Services first reported a position in Lincoln National in Q4 2015 and held it in 18 quarters.
Advocacy Wealth Management Services's Lincoln National position peaked at $24K in Q2 2017.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.