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Paces Ferry Wealth Advisors’s Lincoln National LNC Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-89
Closed -$3K – 680
2020
Q3 		$3K Buy
+89
New +$3.18K ﹤0.01% 603

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paces Ferry Wealth Advisors's LNC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 89 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in LNC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 625 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 89 Lincoln National shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Lincoln National in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Lincoln National position peaked at $3K in Q3 2020.
  • 625 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.