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Accurate Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Accurate Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-408
Closed -$954 – 920
2022
Q4 		$954 Buy
+408
New +$839 ﹤0.01% 1377

Other funds holding LYG

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Accurate Wealth Management's LYG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2023, closing a stake of 408 shares — an estimated $954 sold.

Accurate Wealth Management first reported a position in LYG in Q4 2022 and held it in 1 quarter. The position peaked at $954 in Q4 2022. 329 funds tracked by Wall St. Rank hold LYG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 408 Lloyds Banking Group shares in Q1 2023, an estimated $954.
  • Accurate Wealth Management first reported a position in Lloyds Banking Group in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Lloyds Banking Group position peaked at $954 in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.