BDO Wealth Advisors’s Lincoln National LNC Stock Holding History

BDO 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
2023 Q2	$54.7K	Sell	2,125 -1,175	-36%	-$25.8K	0.01%	417
2023 Q1	$74.2K	Sell	3,300 -50	-1%	-$1.49K	0.01%	356
2022 Q4	$103K	Hold	3,350	–	–	0.01%	326
2022 Q3	$147K	Hold	3,350	–	–	0.02%	283
2022 Q2	$157K	Hold	3,350	–	–	0.02%	279
2022 Q1	$219K	Hold	3,350	–	–	0.02%	259
2021 Q4	$229K	Hold	3,350	–	–	0.02%	262
2021 Q3	$230K	Hold	3,350	–	–	0.03%	264
2021 Q2	$211K	Hold	3,350	–	–	0.02%	282
2021 Q1	$209K	Sell	3,350 -75	-2%	-$4.14K	0.02%	282
2020 Q4	$172K	Sell	3,425 -535	-14%	-$22.7K	0.02%	247
2020 Q3	$124K	Sell	3,960 -400	-9%	-$14.3K	0.02%	255
2020 Q2	$160K	Hold	4,360	–	–	0.03%	237
2020 Q1	$115K	Sell	4,360 -200	-4%	-$9.49K	0.02%	257
2019 Q4	$269K	Hold	4,560	–	–	0.07%	169
2019 Q3	$275K	Hold	4,560	–	–	0.07%	163
2019 Q2	$294K	Sell	4,560 -49	-1%	-$3.13K	0.08%	150
2019 Q1	$271K	Sell	4,609 -150	-3%	-$8.88K	0.08%	147
2018 Q4	$244K	Sell	4,759 -125	-3%	-$7.6K	0.08%	132
2018 Q3	$330K	Sell	4,884 -50	-1%	-$3.3K	0.11%	117
2018 Q2	$307K	Sell	4,934 -145	-3%	-$9.92K	0.1%	117
2018 Q1	$371K	Hold	5,079	–	–	0.14%	101
2017 Q4	$390K	Sell	5,079 -575	-10%	-$43.5K	0.18%	90
2017 Q3	$415K	Sell	5,654 -550	-9%	-$38.8K	0.21%	76
2017 Q2	$419K	Buy	+6,204	New	+$410K	0.18%	91

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BDO Wealth Advisors's LNC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Lincoln National (LNC) stake by 36% in Q2 2023, selling an estimated $25.8K and leaving 2,125 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #417.

BDO Wealth Advisors first reported a position in LNC in Q2 2017 and has held it in 25 quarters since. The position peaked at $419K in Q2 2017. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

BDO Wealth Advisors held 2,125 shares of Lincoln National worth $54.7K as of Q2 2023.
BDO Wealth Advisors sold 1,175 Lincoln National shares in Q2 2023, an estimated $25.8K.
Lincoln National made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #417 holding.
BDO Wealth Advisors first reported a position in Lincoln National in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Lincoln National position peaked at $419K in Q2 2017.
495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.