Atlas Private Wealth Management’s Lincoln National LNC Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-570	Closed	-$35K	–	256
2021 Q1	$35K	Hold	570	–	–	0.02%	217
2020 Q4	$29K	Hold	570	–	–	0.02%	238
2020 Q3	$18K	Hold	570	–	–	0.01%	265
2020 Q2	$21K	Hold	570	–	–	0.02%	264
2020 Q1	$15K	Hold	570	–	–	0.01%	275
2019 Q4	$34K	Buy	+570	New	+$33.5K	0.03%	229

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

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

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

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

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

Atlas Private Wealth Management's LNC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 570 shares — an estimated $35K sold.

Atlas Private Wealth Management first reported a position in LNC in Q4 2019 and held it in 6 quarters. The position peaked at $35K in Q1 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

Atlas Private Wealth Management reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 570 Lincoln National shares in Q2 2021, an estimated $35K.
Atlas Private Wealth Management first reported a position in Lincoln National in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Lincoln National position peaked at $35K in Q1 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.