IAG Wealth Partners’s Lincoln National LNC Stock Holding History

IAG 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
2023 Q2	–	Sell	-1,250	Closed	-$28.1K	–	475
2023 Q1	$28.1K	Buy	+1,250	New	+$37.2K	0.01%	188

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IAG Wealth Partners's LNC Position: Q2 2023 in Review

IAG Wealth Partners sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 1,250 shares — an estimated $28.1K sold.

IAG Wealth Partners first reported a position in LNC in Q1 2023 and held it in 1 quarter. The position peaked at $28.1K in Q1 2023. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

IAG Wealth Partners reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 1,250 Lincoln National shares in Q2 2023, an estimated $28.1K.
IAG Wealth Partners first reported a position in Lincoln National in Q1 2023 and held it in 1 quarter.
IAG Wealth Partners's Lincoln National position peaked at $28.1K in Q1 2023.
495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.