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

WCG 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
2022
Q4 		– Sell
-40,094
Closed -$78K – 231
2022
Q3 		$78K Buy
40,094
+3,462
+9% +$7.19K 0.01% 283
2022
Q2 		$75K Buy
+36,632
New +$80.8K 0.01% 269

Other funds holding LYG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WCG Wealth Advisors's LYG Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q4 2022, closing a stake of 40,094 shares — an estimated $78K sold.

WCG Wealth Advisors first reported a position in LYG in Q2 2022 and held it in 2 quarters. The position peaked at $78K in Q3 2022. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Lloyds Banking Group position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 40,094 Lloyds Banking Group shares in Q4 2022, an estimated $78K.
  • WCG Wealth Advisors first reported a position in Lloyds Banking Group in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Lloyds Banking Group position peaked at $78K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.