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WealthPLAN Partners’s Linde LIN Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-387
Closed -$147K – 768
2023
Q2 		$147K Hold
387
– – 0.02% 338
2023
Q1 		$138K Buy
+387
New +$130K 0.02% 366
2021
Q4 		– Sell
-616
Closed -$204K – 386
2021
Q3 		$204K Buy
+616
New +$187K 0.01% 360

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's LIN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Linde (LIN) in Q3 2023, closing a stake of 387 shares — an estimated $147K sold.

WealthPLAN Partners first reported a position in LIN in Q3 2021 and held it in 3 quarters. The position peaked at $204K in Q3 2021. 1,638 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Linde position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 387 Linde shares in Q3 2023, an estimated $147K.
  • WealthPLAN Partners first reported a position in Linde in Q3 2021 and held it in 3 quarters.
  • WealthPLAN Partners's Linde position peaked at $204K in Q3 2021.
  • 1,638 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.