TRUE Private Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

TRUE Private 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	-6,723	Closed	-$13K	–	505
2020 Q4	$13K	Hold	6,723	–	–	﹤0.01%	509
2020 Q3	$8K	Hold	6,723	–	–	﹤0.01%	522
2020 Q2	$10K	Hold	6,723	–	–	﹤0.01%	487
2020 Q1	$10K	Hold	6,723	–	–	﹤0.01%	451
2019 Q4	$22K	Buy	+6,723	New	+$20.3K	﹤0.01%	474
2019 Q3	–	Sell	-6,723	Closed	-$19K	–	518
2019 Q2	$19K	Buy	+6,723	New	+$20.8K	﹤0.01%	463
2018 Q4	–	Sell	-6,723	Closed	-$20.4K	–	641
2018 Q3	$20.4K	Buy	+6,723	New	+$21.6K	﹤0.01%	604

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

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

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

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

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

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

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 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

TRUE Private Wealth Advisors's LYG Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 6,723 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in LYG in Q3 2018 and held it in 7 quarters. The position peaked at $22K in Q4 2019. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 6,723 Lloyds Banking Group shares in Q1 2021, an estimated $13K.
TRUE Private Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Lloyds Banking Group position peaked at $22K in Q4 2019.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

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