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Widmann Financial Services’s Lloyds Banking Group LYG Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-4,100
Closed -$10K – 288
2021
Q4 		$10K Buy
+4,100
New +$10.5K 0.01% 304

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MIP
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Goldman Sachs
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Widmann Financial Services's LYG Position: Q1 2022 in Review

Widmann Financial Services sold out of Lloyds Banking Group (LYG) in Q1 2022, closing a stake of 4,100 shares — an estimated $10K sold.

Widmann Financial Services first reported a position in LYG in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 297 funds tracked by Wall St. Rank hold LYG as of Q1 2022.

  • Widmann Financial Services reported no remaining Lloyds Banking Group position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 4,100 Lloyds Banking Group shares in Q1 2022, an estimated $10K.
  • Widmann Financial Services first reported a position in Lloyds Banking Group in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Lloyds Banking Group position peaked at $10K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.