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Carolina Wealth Advisors’s Lincoln National LNC Stock Holding History

Carolina 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
2020
Q1 		– Sell
-368
Closed -$22K – 189
2019
Q4 		$22K Buy
+368
New +$21.7K 0.02% 94

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolina Wealth Advisors's LNC Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 368 shares — an estimated $22K sold.

Carolina Wealth Advisors first reported a position in LNC in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 517 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 368 Lincoln National shares in Q1 2020, an estimated $22K.
  • Carolina Wealth Advisors first reported a position in Lincoln National in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's Lincoln National position peaked at $22K in Q4 2019.
  • 517 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.