West Financial Advisors’s Linde LIN Stock Holding History

West Financial Advisors’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 Q4	–	Sell	-12	Closed	-$4.47K	–	187
2023 Q3	$4.47K	Buy	+12	New	+$4.57K	﹤0.01%	157

Other funds holding LIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

West Financial Advisors's LIN Position: Q4 2023 in Review

West Financial Advisors sold out of Linde (LIN) in Q4 2023, closing a stake of 12 shares — an estimated $4.47K sold.

West Financial Advisors first reported a position in LIN in Q3 2023 and held it in 1 quarter. The position peaked at $4.47K in Q3 2023. 1,797 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

West Financial Advisors reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 12 Linde shares in Q4 2023, an estimated $4.47K.
West Financial Advisors first reported a position in Linde in Q3 2023 and held it in 1 quarter.
West Financial Advisors's Linde position peaked at $4.47K in Q3 2023.
1,797 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.