Financial Synergies Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-450	Closed	-$1.17K	–	286
2024 Q1	$1.17K	Sell	450 -83	-16%	-$190	﹤0.01%	389
2023 Q4	$1.17K	Buy	533 +83	+18%	+$178	﹤0.01%	309
2023 Q3	$959	Hold	450	–	–	﹤0.01%	379
2023 Q2	$990	Sell	450 -83	-16%	-$190	﹤0.01%	376
2023 Q1	$1.24K	Hold	533	–	–	﹤0.01%	357
2022 Q4	$1.17K	Buy	+533	New	+$1.1K	﹤0.01%	309

Other funds holding LYG

MIP

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's LYG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2024, closing a stake of 450 shares — an estimated $1.17K sold.

Financial Synergies Wealth Advisors first reported a position in LYG in Q4 2022 and held it in 6 quarters. The position peaked at $1.24K in Q1 2023. 425 funds tracked by Wall St. Rank hold LYG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 450 Lloyds Banking Group shares in Q2 2024, an estimated $1.17K.
Financial Synergies Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Lloyds Banking Group position peaked at $1.24K in Q1 2023.
425 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.