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

Avior 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
2024
Q2 		– Sell
-367
Closed -$11.7K – 3074
2024
Q1 		$11.7K Buy
+367
New +$10.1K ﹤0.01% 1808
2021
Q1 		– Sell
-15
Closed – – 1089
2020
Q4 		$0 Hold
15
– – ﹤0.01% 1040
2020
Q3 		$0 Hold
15
– – ﹤0.01% 985
2020
Q2 		$0 Hold
15
– – ﹤0.01% 957
2020
Q1 		$0 Sell
15
-141
-90% -$6.69K ﹤0.01% 848
2019
Q4 		$9K Buy
156
+141
+940% +$8.3K ﹤0.01% 611
2019
Q3 		$0 Hold
15
– – ﹤0.01% 830
2019
Q2 		$1K Buy
+15
New +$958 ﹤0.01% 792
2017
Q2 		– Sell
-382
Closed -$25K – 471
2017
Q1 		$25K Buy
382
+1
+0.3% +$68 0.01% 279
2016
Q4 		$25K Buy
381
+2
+0.5% +$116 0.01% 271
2016
Q3 		$18K Buy
379
+2
+0.5% +$90 0.01% 302
2016
Q2 		$15K Buy
377
+3
+0.8% +$127 0.01% 315
2016
Q1 		$15K Sell
374
-169
-31% -$6.6K 0.01% 315
2015
Q4 		$27K Sell
543
-204
-27% -$10.7K 0.01% 226
2015
Q3 		$35K Buy
747
+3
+0.4% +$161 0.02% 192
2015
Q2 		$44K Buy
744
+3
+0.4% +$176 0.03% 140
2015
Q1 		$43K Buy
741
+2
+0.3% +$112 0.03% 146
2014
Q4 		$43K Buy
739
+3
+0.4% +$163 0.03% 144
2014
Q3 		$39K Buy
736
+2
+0.3% +$106 0.03% 147
2014
Q2 		$38K Sell
734
-310
-30% -$15.3K 0.03% 152
2014
Q1 		$53K Buy
+1,044
New +$52.5K 0.04% 122

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Avior Wealth Management's LNC Position: Q2 2024 in Review

Avior Wealth Management sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 367 shares — an estimated $11.7K sold.

Avior Wealth Management first reported a position in LNC in Q1 2014 and held it in 21 quarters. The position peaked at $53K in Q1 2014. 535 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • Avior Wealth Management reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 367 Lincoln National shares in Q2 2024, an estimated $11.7K.
  • Avior Wealth Management first reported a position in Lincoln National in Q1 2014 and held it in 21 quarters.
  • Avior Wealth Management's Lincoln National position peaked at $53K in Q1 2014.
  • 535 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.