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FirstPurpose Wealth’s Linde LIN Stock Holding History

FirstPurpose Wealth’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
Q1 		$205K Buy
+456
New +$197K 0.07% 203
2023
Q4 		– Sell
-712
Closed -$265K – 222
2023
Q3 		$265K Buy
712
+23
+3% +$8.75K 0.11% 155
2023
Q2 		$263K Sell
689
-61
-8% -$22.3K 0.11% 159
2023
Q1 		$267K Buy
750
+43
+6% +$14.4K 0.13% 141
2022
Q4 		$231K Sell
707
-51
-7% -$16K 0.13% 155
2022
Q3 		$204K Buy
+758
New +$218K 0.13% 139

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

FirstPurpose Wealth's LIN Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Linde (LIN) in Q1 2024: 456 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings. This is a return to the name: FirstPurpose Wealth previously reported a position in LIN as recently as Q3 2023.

FirstPurpose Wealth first reported a position in LIN in Q3 2022 and has held it in 6 quarters since. The position peaked at $267K in Q1 2023. 1,857 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

  • FirstPurpose Wealth held 456 shares of Linde worth $205K as of Q1 2024.
  • Linde was a new FirstPurpose Wealth position in Q1 2024.
  • Linde made up 0.07% of FirstPurpose Wealth's portfolio in Q1 2024, its #203 holding.
  • FirstPurpose Wealth first reported a position in Linde in Q3 2022 and has held it in 6 quarters since.
  • FirstPurpose Wealth's Linde position peaked at $267K in Q1 2023.
  • 1,857 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.