AWM
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Affinity Wealth Management’s Lincoln National LNC Stock Holding History

Affinity Wealth Management’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
Q2 		– Sell
-3,436
Closed -$224K – 106
2022
Q1 		$224K Buy
3,436
+207
+6% +$14.1K 0.05% 99
2021
Q4 		$233K Buy
+3,229
New +$228K 0.05% 103

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Affinity Wealth Management's LNC Position: Q2 2022 in Review

Affinity Wealth Management sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 3,436 shares — an estimated $224K sold.

Affinity Wealth Management first reported a position in LNC in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • Affinity Wealth Management reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • Affinity Wealth Management sold 3,436 Lincoln National shares in Q2 2022, an estimated $224K.
  • Affinity Wealth Management first reported a position in Lincoln National in Q4 2021 and held it in 2 quarters.
  • Affinity Wealth Management's Lincoln National position peaked at $233K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Affinity Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.