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Phoenix Wealth Advisors’s Linde LIN Stock Holding History

Phoenix Wealth Advisors’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
-68
Closed -$20K – 254
2021
Q3 		$20K Hold
68
– – 0.01% 266
2021
Q2 		$20K Hold
68
– – 0.01% 257
2021
Q1 		$19K Hold
68
– – 0.01% 262
2020
Q4 		$18K Buy
+68
New +$16.7K 0.01% 265

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

Phoenix Wealth Advisors's LIN Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Linde (LIN) in Q4 2021, closing a stake of 68 shares — an estimated $20K sold.

Phoenix Wealth Advisors first reported a position in LIN in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 1,426 funds tracked by Wall St. Rank hold LIN as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Linde position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 68 Linde shares in Q4 2021, an estimated $20K.
  • Phoenix Wealth Advisors first reported a position in Linde in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Linde position peaked at $20K in Q3 2021.
  • 1,426 funds tracked by Wall St. Rank held Linde as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.