Corient Private Wealth
LYLT

Corient Private Wealth’s Loyalty Ventures Inc. Common Stock LYLT Stock Holding History

Corient Private Wealth’s Portfolio LYLT Stock Details LYLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,315
Closed -$51K – 2067
2022
Q4 		$51K Buy
+21,315
New +$36.5K ﹤0.01% 1624

Other funds holding LYLT

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Corient Private Wealth's LYLT Position: Q1 2023 in Review

Corient Private Wealth sold out of Loyalty Ventures Inc. Common Stock (LYLT) in Q1 2023, closing a stake of 21,315 shares — an estimated $51K sold.

Corient Private Wealth first reported a position in LYLT in Q4 2022 and held it in 1 quarter. The position peaked at $51K in Q4 2022. 9 funds tracked by Wall St. Rank hold LYLT as of Q1 2023.

  • Corient Private Wealth reported no remaining Loyalty Ventures Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Corient Private Wealth sold 21,315 Loyalty Ventures Inc. Common Stock shares in Q1 2023, an estimated $51K.
  • Corient Private Wealth first reported a position in Loyalty Ventures Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Corient Private Wealth's Loyalty Ventures Inc. Common Stock position peaked at $51K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Loyalty Ventures Inc. Common Stock as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.