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Ruedi Wealth Management’s Lincoln National LNC Stock Holding History

Ruedi Wealth Management’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
-8
Closed -$249 – 437
2024
Q2 		$249 Buy
+8
New +$242 ﹤0.01% 447

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State Street
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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

Ruedi Wealth Management's LNC Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 8 shares — an estimated $249 sold.

Ruedi Wealth Management first reported a position in LNC in Q2 2024 and held it in 1 quarter. The position peaked at $249 in Q2 2024. 530 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 8 Lincoln National shares in Q3 2024, an estimated $249.
  • Ruedi Wealth Management first reported a position in Lincoln National in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Lincoln National position peaked at $249 in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.