FWP
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FAS Wealth Partners’s Lincoln National LNC Stock Holding History

FAS 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
Q4 		– Sell
-5,960
Closed -$262K – 427
2022
Q3 		$262K Buy
5,960
+49
+0.8% +$2.36K 0.03% 242
2022
Q2 		$276K Buy
5,911
+39
+0.7% +$2.22K 0.03% 237
2022
Q1 		$384K Sell
5,872
-216
-4% -$14.8K 0.04% 207
2021
Q4 		$416K Buy
6,088
+68
+1% +$4.8K 0.04% 214
2021
Q3 		$414K Buy
6,020
+88
+1% +$5.75K 0.04% 202
2021
Q2 		$373K Buy
5,932
+36
+0.6% +$2.38K 0.04% 212
2021
Q1 		$367K Sell
5,896
-152
-3% -$8.4K 0.04% 199
2020
Q4 		$304K Buy
+6,048
New +$257K 0.03% 205
2020
Q3 		– Sell
-5,468
Closed -$201K – 327
2020
Q2 		$201K Sell
5,468
-3,637
-40% -$128K 0.03% 219
2020
Q1 		$240K Buy
+9,105
New +$432K 0.04% 193

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FAS Wealth Partners's LNC Position: Q4 2022 in Review

FAS Wealth Partners sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 5,960 shares — an estimated $262K sold.

FAS Wealth Partners first reported a position in LNC in Q1 2020 and held it in 10 quarters. The position peaked at $416K in Q4 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • FAS Wealth Partners reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 5,960 Lincoln National shares in Q4 2022, an estimated $262K.
  • FAS Wealth Partners first reported a position in Lincoln National in Q1 2020 and held it in 10 quarters.
  • FAS Wealth Partners's Lincoln National position peaked at $416K in Q4 2021.
  • 574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on FAS Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.