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

Stratos 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 Q2	–	Sell	-71,500	Closed	-$166K	–	546
2021 Q1	$166K	Buy	71,500 +7,500	+12%	+$15.6K	0.02%	470
2020 Q4	$125K	Buy	+64,000	New	+$108K	0.02%	391

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stratos Wealth Advisors's LYG Position: Q2 2021 in Review

Stratos Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2021, closing a stake of 71,500 shares — an estimated $166K sold.

Stratos Wealth Advisors first reported a position in LYG in Q4 2020 and held it in 2 quarters. The position peaked at $166K in Q1 2021. 243 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

Stratos Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2021 after selling out during the quarter.
Stratos Wealth Advisors sold 71,500 Lloyds Banking Group shares in Q2 2021, an estimated $166K.
Stratos Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2020 and held it in 2 quarters.
Stratos Wealth Advisors's Lloyds Banking Group position peaked at $166K in Q1 2021.
243 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on Stratos Wealth Advisors's 13F filing for Q2 2021, filed 19 Jul 2021.