CWM
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Circle Wealth Management’s Linde LIN Stock Holding History

Circle Wealth Management’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-493
Closed -$229K – 226
2024
Q1 		$229K Buy
+493
New +$213K 0.01% 187

Other funds holding LIN

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Circle Wealth Management's LIN Position: Q2 2024 in Review

Circle Wealth Management sold out of Linde (LIN) in Q2 2024, closing a stake of 493 shares — an estimated $229K sold.

Circle Wealth Management first reported a position in LIN in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 1,854 funds tracked by Wall St. Rank hold LIN as of Q2 2024.

  • Circle Wealth Management reported no remaining Linde position as of Q2 2024 after selling out during the quarter.
  • Circle Wealth Management sold 493 Linde shares in Q2 2024, an estimated $229K.
  • Circle Wealth Management first reported a position in Linde in Q1 2024 and held it in 1 quarter.
  • Circle Wealth Management's Linde position peaked at $229K in Q1 2024.
  • 1,854 funds tracked by Wall St. Rank held Linde as of Q2 2024.

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