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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 – 259
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return