TFO Wealth Partners’s Lincoln National LNC Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-9	Closed	-$232	–	1023
2023 Q3	$232	Buy	+9	New	+$235	﹤0.01%	749
2022 Q3	–	Sell	-47	Closed	-$2K	–	330
2022 Q2	$2K	Buy	+47	New	+$2.68K	﹤0.01%	324

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFO Wealth Partners's LNC Position: Q4 2023 in Review

TFO Wealth Partners sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 9 shares — an estimated $232 sold.

TFO Wealth Partners first reported a position in LNC in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

TFO Wealth Partners reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 9 Lincoln National shares in Q4 2023, an estimated $232.
TFO Wealth Partners first reported a position in Lincoln National in Q2 2022 and held it in 2 quarters.
TFO Wealth Partners's Lincoln National position peaked at $2K in Q2 2022.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.