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WealthPLAN Partners’s Lloyds Banking Group LYG Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-168
Closed -$370 – 779
2023
Q2 		$370 Hold
168
– – ﹤0.01% 1192
2023
Q1 		$390 Buy
+168
New +$407 ﹤0.01% 1262

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CIBC Private Wealth Group
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's LYG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 168 shares — an estimated $370 sold.

WealthPLAN Partners first reported a position in LYG in Q1 2023 and held it in 2 quarters. The position peaked at $390 in Q1 2023. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 168 Lloyds Banking Group shares in Q3 2023, an estimated $370.
  • WealthPLAN Partners first reported a position in Lloyds Banking Group in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Lloyds Banking Group position peaked at $390 in Q1 2023.
  • 350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.