Avantax Planning Partners’s Lloyds Banking Group LYG Stock Holding History

Avantax Planning Partners’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 Q1	–	Sell	-14,695	Closed	-$37K	–	371
2021 Q4	$37K	Buy	14,695 +3,144	+27%	+$8.02K	﹤0.01%	348
2021 Q3	$28K	Hold	11,551	–	–	﹤0.01%	336
2021 Q2	$29K	Hold	11,551	–	–	﹤0.01%	323
2021 Q1	$27K	Buy	+11,551	New	+$24K	﹤0.01%	312
2019 Q1	–	Sell	-3,680	Closed	-$9K	–	308
2018 Q4	$9K	Buy	+3,680	New	+$10.5K	﹤0.01%	272
2018 Q2	–	Sell	-6,860	Closed	-$24.4K	–	938
2018 Q1	$25K	Buy	+6,860	New	+$26.6K	﹤0.01%	701
2017 Q3	–	Sell	-15,655	Closed	-$54.5K	–	371
2017 Q2	$55K	Buy	+15,655	New	+$55.6K	﹤0.01%	336

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's LYG Position: Q1 2022 in Review

Avantax Planning Partners sold out of Lloyds Banking Group (LYG) in Q1 2022, closing a stake of 14,695 shares — an estimated $37K sold.

Avantax Planning Partners first reported a position in LYG in Q2 2017 and held it in 7 quarters. The position peaked at $55K in Q2 2017. 297 funds tracked by Wall St. Rank hold LYG as of Q1 2022.

Avantax Planning Partners reported no remaining Lloyds Banking Group position as of Q1 2022 after selling out during the quarter.
Avantax Planning Partners sold 14,695 Lloyds Banking Group shares in Q1 2022, an estimated $37K.
Avantax Planning Partners first reported a position in Lloyds Banking Group in Q2 2017 and held it in 7 quarters.
Avantax Planning Partners's Lloyds Banking Group position peaked at $55K in Q2 2017.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.