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Lloyd Advisory Services’s FinWise Bancorp FINW Stock Holding History

Lloyd Advisory Services’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,695
Closed -$136K – 213
2023
Q3 		$136K Buy
+15,695
New +$147K 0.04% 248

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Lloyd Advisory Services's FINW Position: Q4 2023 in Review

Lloyd Advisory Services sold out of FinWise Bancorp (FINW) in Q4 2023, closing a stake of 15,695 shares — an estimated $136K sold.

Lloyd Advisory Services first reported a position in FINW in Q3 2023 and held it in 1 quarter. The position peaked at $136K in Q3 2023. 33 funds tracked by Wall St. Rank hold FINW as of Q4 2023.

  • Lloyd Advisory Services reported no remaining FinWise Bancorp position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 15,695 FinWise Bancorp shares in Q4 2023, an estimated $136K.
  • Lloyd Advisory Services first reported a position in FinWise Bancorp in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's FinWise Bancorp position peaked at $136K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held FinWise Bancorp as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.