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OneAscent Wealth Management’s Linde LIN Stock Holding History

OneAscent Wealth Management’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
2021
Q4 		– Sell
-1,849
Closed -$542K – 105
2021
Q3 		$542K Buy
+1,849
New +$562K 0.62% 30
2021
Q1 		$574K Buy
+2,050
New +$532K 0.24% 103

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneAscent Wealth Management's LIN Position: Q4 2021 in Review

OneAscent Wealth Management sold out of Linde (LIN) in Q4 2021, closing a stake of 1,849 shares — an estimated $542K sold.

OneAscent Wealth Management first reported a position in LIN in Q1 2021 and held it in 2 quarters. The position peaked at $574K in Q1 2021. 1,426 funds tracked by Wall St. Rank hold LIN as of Q4 2021.

  • OneAscent Wealth Management reported no remaining Linde position as of Q4 2021 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,849 Linde shares in Q4 2021, an estimated $542K.
  • OneAscent Wealth Management first reported a position in Linde in Q1 2021 and held it in 2 quarters.
  • OneAscent Wealth Management's Linde position peaked at $574K in Q1 2021.
  • 1,426 funds tracked by Wall St. Rank held Linde as of Q4 2021.

Based on OneAscent Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.