TFO Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-826	Closed	-$2K	–	337
2022 Q2	$2K	Buy	+826	New	+$1.82K	﹤0.01%	326

Other funds holding LYG

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

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

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

MIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TFO Wealth Partners's LYG Position: Q3 2022 in Review

TFO Wealth Partners sold out of Lloyds Banking Group (LYG) in Q3 2022, closing a stake of 826 shares — an estimated $2K sold.

TFO Wealth Partners first reported a position in LYG in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

TFO Wealth Partners reported no remaining Lloyds Banking Group position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 826 Lloyds Banking Group shares in Q3 2022, an estimated $2K.
TFO Wealth Partners first reported a position in Lloyds Banking Group in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Lloyds Banking Group position peaked at $2K in Q2 2022.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.