RGT Wealth Advisors’s Eli Lilly LLY Stock Holding History

RGT Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,228	Closed	-$339K	–	227
2021 Q4	$339K	Buy	+1,228	New	+$311K	0.05%	70

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RGT Wealth Advisors's LLY Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Eli Lilly (LLY) in Q1 2022, closing a stake of 1,228 shares — an estimated $339K sold.

RGT Wealth Advisors first reported a position in LLY in Q4 2021 and held it in 1 quarter. The position peaked at $339K in Q4 2021. 2,345 funds tracked by Wall St. Rank hold LLY as of Q1 2022.

RGT Wealth Advisors reported no remaining Eli Lilly position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 1,228 Eli Lilly shares in Q1 2022, an estimated $339K.
RGT Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Eli Lilly position peaked at $339K in Q4 2021.
2,345 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.