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

Alterna 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
2022 Q2	–	Sell	-108,768	Closed	-$262K	–	115
2022 Q1	$262K	Buy	108,768 +24,532	+29%	+$65.2K	0.22%	76
2021 Q4	$215K	Buy	+84,236	New	+$215K	0.18%	91
2019 Q3	–	Sell	-58,405	Closed	-$166K	–	122
2019 Q2	$166K	Buy	58,405 +1,538	+3%	+$4.75K	0.2%	90
2019 Q1	$183K	Sell	56,867 -9,643	-14%	-$29.5K	0.15%	91
2018 Q4	$170K	Buy	+66,510	New	+$189K	0.03%	349

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alterna Wealth Management's LYG Position: Q2 2022 in Review

Alterna Wealth Management sold out of Lloyds Banking Group (LYG) in Q2 2022, closing a stake of 108,768 shares — an estimated $262K sold.

Alterna Wealth Management first reported a position in LYG in Q4 2018 and held it in 5 quarters. The position peaked at $262K in Q1 2022. 297 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

Alterna Wealth Management reported no remaining Lloyds Banking Group position as of Q2 2022 after selling out during the quarter.
Alterna Wealth Management sold 108,768 Lloyds Banking Group shares in Q2 2022, an estimated $262K.
Alterna Wealth Management first reported a position in Lloyds Banking Group in Q4 2018 and held it in 5 quarters.
Alterna Wealth Management's Lloyds Banking Group position peaked at $262K in Q1 2022.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.