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Impact Partnership Wealth’s Linde LIN Stock Holding History

Impact Partnership 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
2023
Q4 		– Sell
-5
Closed -$1.86K – 989
2023
Q3 		$1.86K Sell
5
-30
-86% -$11.4K ﹤0.01% 843
2023
Q2 		$13.3K Buy
+35
New +$12.8K ﹤0.01% 394

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Impact Partnership Wealth's LIN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Linde (LIN) in Q4 2023, closing a stake of 5 shares — an estimated $1.86K sold.

Impact Partnership Wealth first reported a position in LIN in Q2 2023 and held it in 2 quarters. The position peaked at $13.3K in Q2 2023. 1,797 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 5 Linde shares in Q4 2023, an estimated $1.86K.
  • Impact Partnership Wealth first reported a position in Linde in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Linde position peaked at $13.3K in Q2 2023.
  • 1,797 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.