Ropes Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Ropes 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
2021 Q1	–	Sell	-115	Closed	–	–	557
2020 Q4	$0	Buy	+115	New	+$194	﹤0.01%	871

Other funds holding LYG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ropes Wealth Advisors's LYG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 115 shares.

Ropes Wealth Advisors first reported a position in LYG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

Ropes Wealth Advisors reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 115 Lloyds Banking Group shares in Q1 2021.
Ropes Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Lloyds Banking Group position peaked at $0 in Q4 2020.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.