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Wealthcare Advisory Partners’s Lloyds Banking Group LYG Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-102
Closed – – 1300
2021
Q1 		$0 Buy
+102
New +$212 ﹤0.01% 2089

Other funds holding LYG

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Macquarie Group
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthcare Advisory Partners's LYG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Lloyds Banking Group (LYG) in Q2 2021, closing a stake of 102 shares.

Wealthcare Advisory Partners first reported a position in LYG in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 243 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Lloyds Banking Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 102 Lloyds Banking Group shares in Q2 2021.
  • Wealthcare Advisory Partners first reported a position in Lloyds Banking Group in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Lloyds Banking Group position peaked at $0 in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.