WAS
LNC icon

Wealth Advisory Solutions’s Lincoln National LNC Stock Holding History

Wealth Advisory Solutions’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
2021
Q3 		– Sell
-6,079
Closed -$382K – 185
2021
Q2 		$382K Buy
+6,079
New +$401K 0.09% 116
2021
Q1 		– Sell
-6,407
Closed -$322K – 173
2020
Q4 		$322K Sell
6,407
-576
-8% -$24.5K 0.09% 121
2020
Q3 		$218K Sell
6,983
-280
-4% -$9.99K 0.06% 168
2020
Q2 		$267K Buy
+7,263
New +$256K 0.07% 152
2020
Q1 		– Sell
-7,263
Closed -$429K – 181
2019
Q4 		$429K Buy
+7,263
New +$427K 0.11% 130

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return