Wealthstreet Investment Advisors’s Lincoln National LNC Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-5,280	Closed	-$329K	–	228
2021 Q1	$329K	Hold	5,280	–	–	0.03%	304
2020 Q4	$266K	Buy	+5,280	New	+$224K	0.03%	311
2020 Q3	–	Sell	-5,568	Closed	-$205K	–	345
2020 Q2	$205K	Buy	+5,568	New	+$196K	0.03%	307
2020 Q1	–	Sell	-3,830	Closed	-$226K	–	331
2019 Q4	$226K	Hold	3,830	–	–	0.03%	320
2019 Q3	$237K	Hold	3,830	–	–	0.03%	304
2019 Q2	$247K	Hold	3,830	–	–	0.03%	306
2019 Q1	$225K	Hold	3,830	–	–	0.03%	314
2018 Q4	$227K	Hold	3,830	–	–	0.03%	302
2018 Q3	$259K	Hold	3,830	–	–	0.03%	309
2018 Q2	$238K	Hold	3,830	–	–	0.03%	313
2018 Q1	$280K	Buy	+3,830	New	+$300K	0.04%	291

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthstreet Investment Advisors's LNC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 5,280 shares — an estimated $329K sold.

Wealthstreet Investment Advisors first reported a position in LNC in Q1 2018 and held it in 11 quarters. The position peaked at $329K in Q1 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,280 Lincoln National shares in Q2 2021, an estimated $329K.
Wealthstreet Investment Advisors first reported a position in Lincoln National in Q1 2018 and held it in 11 quarters.
Wealthstreet Investment Advisors's Lincoln National position peaked at $329K in Q1 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.