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BSW Wealth Partners’s Lincoln National LNC Stock Holding History

BSW Wealth Partners’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
Q2 		– Sell
-3,843
Closed -$251K – 299
2022
Q1 		$251K Sell
3,843
-38
-1% -$2.6K 0.06% 233
2021
Q4 		$265K Sell
3,881
-230
-6% -$16.2K 0.07% 212
2021
Q3 		$283K Sell
4,111
-1,057
-20% -$69K 0.08% 194
2021
Q2 		$325K Buy
5,168
+29
+0.6% +$1.91K 0.09% 161
2021
Q1 		$320K Buy
+5,139
New +$284K 0.09% 132

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BSW Wealth Partners's LNC Position: Q2 2022 in Review

BSW Wealth Partners sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 3,843 shares — an estimated $251K sold.

BSW Wealth Partners first reported a position in LNC in Q1 2021 and held it in 5 quarters. The position peaked at $325K in Q2 2021. 630 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • BSW Wealth Partners reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 3,843 Lincoln National shares in Q2 2022, an estimated $251K.
  • BSW Wealth Partners first reported a position in Lincoln National in Q1 2021 and held it in 5 quarters.
  • BSW Wealth Partners's Lincoln National position peaked at $325K in Q2 2021.
  • 630 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on BSW Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.