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High Net Worth Advisory Group’s Lincoln National LNC Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-736
Closed -$22.6K – 407
2022
Q4 		$22.6K Hold
736
– – 0.01% 426
2022
Q3 		$32K Hold
736
– – 0.01% 399
2022
Q2 		$34K Hold
736
– – 0.01% 377
2022
Q1 		$48K Hold
736
– – 0.02% 341
2021
Q4 		$50K Buy
+736
New +$51.9K 0.02% 351

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

High Net Worth Advisory Group's LNC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 736 shares — an estimated $22.6K sold.

High Net Worth Advisory Group first reported a position in LNC in Q4 2021 and held it in 5 quarters. The position peaked at $50K in Q4 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 736 Lincoln National shares in Q1 2023, an estimated $22.6K.
  • High Net Worth Advisory Group first reported a position in Lincoln National in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Lincoln National position peaked at $50K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.