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Redwood Wealth Management Group’s Lincoln National LNC Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-200
Closed -$6.22K – 685
2024
Q2 		$6.22K Buy
+200
New +$6.05K ﹤0.01% 689

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redwood Wealth Management Group's LNC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 200 shares — an estimated $6.22K sold.

Redwood Wealth Management Group first reported a position in LNC in Q2 2024 and held it in 1 quarter. The position peaked at $6.22K in Q2 2024. 530 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 200 Lincoln National shares in Q3 2024, an estimated $6.22K.
  • Redwood Wealth Management Group first reported a position in Lincoln National in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Lincoln National position peaked at $6.22K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.