CWS
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Confluence Wealth Services’s Lincoln National LNC Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-538
Closed -$36K – 756
2021
Q4 		$36K Buy
+538
New +$38K 0.01% 558

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Confluence Wealth Services's LNC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 538 shares — an estimated $36K sold.

Confluence Wealth Services first reported a position in LNC in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 538 Lincoln National shares in Q1 2022, an estimated $36K.
  • Confluence Wealth Services first reported a position in Lincoln National in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Lincoln National position peaked at $36K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.