Ten Capital Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Ten Capital 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
2023 Q2	$28K	Buy	13,039 +3,039	+30%	+$6.97K	0.01%	198
2023 Q1	$23.2K	Hold	10,000	–	–	0.01%	298
2022 Q4	$22K	Hold	10,000	–	–	0.01%	253
2022 Q3	$18K	Hold	10,000	–	–	0.01%	254
2022 Q2	$20K	Hold	10,000	–	–	0.01%	207
2022 Q1	$24K	Hold	10,000	–	–	0.01%	198
2021 Q4	$26K	Hold	10,000	–	–	0.01%	198
2021 Q3	$24K	Hold	10,000	–	–	0.01%	190
2021 Q2	$26K	Hold	10,000	–	–	0.01%	228
2021 Q1	$23K	Hold	10,000	–	–	0.01%	214
2020 Q4	$20K	Hold	10,000	–	–	0.01%	213
2020 Q3	$13K	Buy	+10,000	New	+$14K	﹤0.01%	107

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ten Capital Wealth Advisors's LYG Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Lloyds Banking Group (LYG) stake by 30% in Q2 2023, buying an estimated $6.97K and bringing the position to 13,039 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #198.

Ten Capital Wealth Advisors first reported a position in LYG in Q3 2020 and has held it in 12 quarters since. 342 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Ten Capital Wealth Advisors held 13,039 shares of Lloyds Banking Group worth $28K as of Q2 2023.
Ten Capital Wealth Advisors bought 3,039 Lloyds Banking Group shares in Q2 2023, an estimated $6.97K.
Lloyds Banking Group made up 0.01% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #198 holding.
Ten Capital Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2020 and has held it in 12 quarters since.
342 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.