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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Advisory Solutions's LNC Position: Q3 2021 in Review

Wealth Advisory Solutions sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 6,079 shares — an estimated $382K sold.

Wealth Advisory Solutions first reported a position in LNC in Q4 2019 and held it in 5 quarters. The position peaked at $429K in Q4 2019. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Wealth Advisory Solutions reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 6,079 Lincoln National shares in Q3 2021, an estimated $382K.
  • Wealth Advisory Solutions first reported a position in Lincoln National in Q4 2019 and held it in 5 quarters.
  • Wealth Advisory Solutions's Lincoln National position peaked at $429K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.