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Intercontinental Wealth Advisors’s Lincoln National LNC Stock Holding History

Intercontinental Wealth 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
2022
Q4 		– Sell
-5,377
Closed -$236K – 271
2022
Q3 		$236K Buy
5,377
+65
+1% +$3.13K 0.07% 246
2022
Q2 		$248K Hold
5,312
– – 0.07% 250
2022
Q1 		$347K Hold
5,312
– – 0.08% 221
2021
Q4 		$363K Sell
5,312
-71
-1% -$5.01K 0.08% 220
2021
Q3 		$370K Buy
+5,383
New +$352K 0.09% 203

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's LNC Position: Q4 2022 in Review

Intercontinental Wealth Advisors sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 5,377 shares — an estimated $236K sold.

Intercontinental Wealth Advisors first reported a position in LNC in Q3 2021 and held it in 5 quarters. The position peaked at $370K in Q3 2021. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Intercontinental Wealth Advisors reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 5,377 Lincoln National shares in Q4 2022, an estimated $236K.
  • Intercontinental Wealth Advisors first reported a position in Lincoln National in Q3 2021 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Lincoln National position peaked at $370K in Q3 2021.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.