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WR Wealth Planners’s Lincoln National LNC Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-3,750
Closed -$92.6K – 565
2023
Q3 		$92.6K Hold
3,750
– – 0.04% 251
2023
Q2 		$96.6K Hold
3,750
– – 0.04% 244
2023
Q1 		$84.3K Buy
+3,750
New +$111K 0.04% 261

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WR Wealth Planners's LNC Position: Q4 2023 in Review

WR Wealth Planners sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 3,750 shares — an estimated $92.6K sold.

WR Wealth Planners first reported a position in LNC in Q1 2023 and held it in 3 quarters. The position peaked at $96.6K in Q2 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • WR Wealth Planners reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 3,750 Lincoln National shares in Q4 2023, an estimated $92.6K.
  • WR Wealth Planners first reported a position in Lincoln National in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Lincoln National position peaked at $96.6K in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.