BDO Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

BDO Wealth Advisors’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 Q2	$10.9K	Hold	4,946	–	–	﹤0.01%	684
2023 Q1	$11.5K	Hold	4,946	–	–	﹤0.01%	676
2022 Q4	$10.9K	Hold	4,946	–	–	﹤0.01%	669
2022 Q3	$9K	Hold	4,946	–	–	﹤0.01%	727
2022 Q2	$10K	Buy	+4,946	New	+$10.9K	﹤0.01%	685
2018 Q1	–	Sell	-262	Closed	-$1K	–	593
2017 Q4	$1K	Buy	+262	New	+$945	﹤0.01%	462

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BDO Wealth Advisors's LYG Position: Q2 2023 in Review

BDO Wealth Advisors held its Lloyds Banking Group (LYG) position steady in Q2 2023 at 4,946 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

BDO Wealth Advisors first reported a position in LYG in Q4 2017 and has held it in 6 quarters since. The position peaked at $11.5K in Q1 2023. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

BDO Wealth Advisors held 4,946 shares of Lloyds Banking Group worth $10.9K as of Q2 2023.
BDO Wealth Advisors left its Lloyds Banking Group share count unchanged in Q2 2023.
Lloyds Banking Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #684 holding.
BDO Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 6 quarters since.
BDO Wealth Advisors's Lloyds Banking Group position peaked at $11.5K in Q1 2023.
341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.