Regent Peak Wealth Advisors’s Lincoln National LNC Stock Holding History

Regent Peak 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
2023 Q3	–	Sell	-10,553	Closed	-$272K	–	163
2023 Q2	$272K	Buy	+10,553	New	+$232K	0.08%	112
2022 Q4	–	Sell	-5,250	Closed	-$230K	–	160
2022 Q3	$230K	Sell	5,250 -34	-0.6%	-$1.64K	0.08%	133
2022 Q2	$247K	Buy	5,284 +50	+1%	+$2.85K	0.08%	131
2022 Q1	$342K	Sell	5,234 -59	-1%	-$4.03K	0.1%	115
2021 Q4	$361K	Buy	5,293 +50	+1%	+$3.53K	0.1%	115
2021 Q3	$360K	Buy	5,243 +72	+1%	+$4.7K	0.1%	112
2021 Q2	$319K	Buy	+5,171	New	+$341K	0.09%	121
2021 Q1	–	Sell	-2,499	Closed	-$126K	–	608
2020 Q4	$126K	Buy	+2,499	New	+$106K	0.04%	185

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's LNC Position: Q3 2023 in Review

Regent Peak Wealth Advisors sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 10,553 shares — an estimated $272K sold.

Regent Peak Wealth Advisors first reported a position in LNC in Q4 2020 and held it in 8 quarters. The position peaked at $361K in Q4 2021. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

Regent Peak Wealth Advisors reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 10,553 Lincoln National shares in Q3 2023, an estimated $272K.
Regent Peak Wealth Advisors first reported a position in Lincoln National in Q4 2020 and held it in 8 quarters.
Regent Peak Wealth Advisors's Lincoln National position peaked at $361K in Q4 2021.
475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.