Amplius Wealth Advisors’s Lincoln National LNC Stock Holding History

Amplius Wealth Advisors’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	-57	Closed	-$3K	–	580
2021 Q4	$3K	Buy	+57	New	+$4.02K	﹤0.01%	789

Other funds holding LNC

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

BlackRock New York $5.72T 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 $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's LNC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 57 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in LNC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Amplius Wealth Advisors reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 57 Lincoln National shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in Lincoln National in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Lincoln National position peaked at $3K in Q4 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.