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Dixon Hughes Goodman Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$1K Hold
475
– – ﹤0.01% 799
2021
Q4 		$1K Buy
+475
New +$1.21K ﹤0.01% 754

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's LYG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Lloyds Banking Group (LYG) position steady in Q1 2022 at 475 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Dixon Hughes Goodman Wealth Advisors first reported a position in LYG in Q4 2021 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold LYG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 475 shares of Lloyds Banking Group worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Lloyds Banking Group share count unchanged in Q1 2022.
  • Lloyds Banking Group made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #799 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.