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
2019 Q1	–	Sell	-100,000	Closed	-$7K	–	307
2018 Q4	$7K	Buy	+100,000	New	+$284K	﹤0.01%	274
2018 Q3	–	Sell	-100,000	Closed	-$8K	–	1458
2018 Q2	$8K	Hold	100,000	–	–	﹤0.01%	236
2018 Q1	$10K	Sell	100,000 -275,000	-73%	-$1.07M	﹤0.01%	1053
2017 Q4	$44K	Hold	375,000	–	–	﹤0.01%	307
2017 Q3	$54K	Sell	375,000 -179,500	-32%	-$625K	﹤0.01%	362
2017 Q2	$60K	Buy	554,500 +254,500	+85%	+$904K	0.01%	335
2017 Q1	$30K	Buy	300,000 +200,000	+200%	+$674K	﹤0.01%	328
2016 Q4	$10K	Buy	+100,000	New	+$293K	﹤0.01%	316

Other funds holding LYG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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.