WWA
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WCG Wealth Advisors’s Linde LIN Stock Holding History

WCG Wealth Advisors’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,420
Closed -$944K – 225
2022
Q3 		$944K Sell
3,420
-141
-4% -$40.5K 0.12% 132
2022
Q2 		$1.02M Buy
+3,561
New +$1.11M 0.14% 116

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCG Wealth Advisors's LIN Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Linde (LIN) in Q4 2022, closing a stake of 3,420 shares — an estimated $944K sold.

WCG Wealth Advisors first reported a position in LIN in Q2 2022 and held it in 2 quarters. The position peaked at $1.02M in Q2 2022. 1,532 funds tracked by Wall St. Rank hold LIN as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Linde position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 3,420 Linde shares in Q4 2022, an estimated $944K.
  • WCG Wealth Advisors first reported a position in Linde in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Linde position peaked at $1.02M in Q2 2022.
  • 1,532 funds tracked by Wall St. Rank held Linde as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.