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Texas Capital Bank Wealth Management Services’s Lincoln National LNC Stock Holding History

Texas Capital Bank Wealth Management Services’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
-10,000
Closed -$313K – 151
2020
Q3 		$313K Buy
+10,000
New +$357K 0.05% 128

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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

Texas Capital Bank Wealth Management Services's LNC Position: Q4 2020 in Review

Texas Capital Bank Wealth Management Services sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 10,000 shares — an estimated $313K sold.

Texas Capital Bank Wealth Management Services first reported a position in LNC in Q3 2020 and held it in 1 quarter. The position peaked at $313K in Q3 2020. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

  • Texas Capital Bank Wealth Management Services reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 10,000 Lincoln National shares in Q4 2020, an estimated $313K.
  • Texas Capital Bank Wealth Management Services first reported a position in Lincoln National in Q3 2020 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's Lincoln National position peaked at $313K in Q3 2020.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2020, filed 12 Feb 2021.