LAS
ISBC

Lloyd Advisory Services’s Investors Bancorp, Inc. ISBC Stock Holding History

Lloyd Advisory Services’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-196
Closed -$3K – 606
2022
Q1 		$3K Buy
+196
New +$3.21K ﹤0.01% 500

Other funds holding ISBC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lloyd Advisory Services's ISBC Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 196 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in ISBC in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 196 Investors Bancorp, Inc. shares in Q2 2022, an estimated $3K.
  • Lloyd Advisory Services first reported a position in Investors Bancorp, Inc. in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Investors Bancorp, Inc. position peaked at $3K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.