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WealthSource Partners’s Linde LIN Stock Holding History

WealthSource 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
Q2 		– Sell
-2,870
Closed -$1.02M – 513
2023
Q1 		$1.02M Sell
2,870
-25
-0.9% -$8.37K 0.07% 196
2022
Q4 		$944K Buy
2,895
+256
+10% +$80.2K 0.07% 200
2022
Q3 		$711K Buy
2,639
+349
+15% +$100K 0.05% 236
2022
Q2 		$659K Buy
2,290
+42
+2% +$13.1K 0.05% 256
2022
Q1 		$718K Buy
2,248
+154
+7% +$47.6K 0.05% 274
2021
Q4 		$726K Buy
2,094
+159
+8% +$51.5K 0.06% 246
2021
Q3 		$568K Buy
1,935
+392
+25% +$119K 0.05% 271
2021
Q2 		$446K Buy
+1,543
New +$450K 0.04% 292
2019
Q4 		– Sell
-7,625
Closed -$1.48M – 439
2019
Q3 		$1.48M Buy
+7,625
New +$1.48M 0.22% 104

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthSource Partners's LIN Position: Q2 2023 in Review

WealthSource Partners sold out of Linde (LIN) in Q2 2023, closing a stake of 2,870 shares — an estimated $1.02M sold.

WealthSource Partners first reported a position in LIN in Q3 2019 and held it in 9 quarters. The position peaked at $1.48M in Q3 2019. 1,603 funds tracked by Wall St. Rank hold LIN as of Q2 2023.

  • WealthSource Partners reported no remaining Linde position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 2,870 Linde shares in Q2 2023, an estimated $1.02M.
  • WealthSource Partners first reported a position in Linde in Q3 2019 and held it in 9 quarters.
  • WealthSource Partners's Linde position peaked at $1.48M in Q3 2019.
  • 1,603 funds tracked by Wall St. Rank held Linde as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.