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FinTrust Capital Advisors’s Lincoln National LNC Stock Holding History

FinTrust Capital 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
2024
Q2 		– Sell
-1,518
Closed -$48.5K – 1401
2024
Q1 		$48.5K Buy
1,518
+120
+9% +$3.31K 0.01% 531
2023
Q4 		$37.7K Buy
+1,398
New +$33.6K 0.01% 568
2020
Q3 		– Sell
-130
Closed -$5K – 1179
2020
Q2 		$5K Sell
130
-1,390
-91% -$48.9K ﹤0.01% 833
2020
Q1 		$40K Sell
1,520
-432
-22% -$20.5K 0.02% 484
2019
Q4 		$115K Sell
1,952
-10,022
-84% -$590K 0.05% 304
2019
Q3 		$722K Buy
11,974
+1,771
+17% +$106K 0.25% 80
2019
Q2 		$657K Buy
+10,203
New +$652K 0.26% 78

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

FinTrust Capital Advisors's LNC Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 1,518 shares — an estimated $48.5K sold.

FinTrust Capital Advisors first reported a position in LNC in Q2 2019 and held it in 7 quarters. The position peaked at $722K in Q3 2019. 534 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • FinTrust Capital Advisors reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,518 Lincoln National shares in Q2 2024, an estimated $48.5K.
  • FinTrust Capital Advisors first reported a position in Lincoln National in Q2 2019 and held it in 7 quarters.
  • FinTrust Capital Advisors's Lincoln National position peaked at $722K in Q3 2019.
  • 534 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.