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Abundance Wealth Counselors’s Barclays BCS Stock Holding History

Abundance Wealth Counselors’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,150
Closed -$12K – 125
2021
Q1 		$12K Buy
+1,150
New +$10.1K ﹤0.01% 258

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Abundance Wealth Counselors's BCS Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Barclays (BCS) in Q2 2021, closing a stake of 1,150 shares — an estimated $12K sold.

Abundance Wealth Counselors first reported a position in BCS in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 265 funds tracked by Wall St. Rank hold BCS as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Barclays position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,150 Barclays shares in Q2 2021, an estimated $12K.
  • Abundance Wealth Counselors first reported a position in Barclays in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Barclays position peaked at $12K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Barclays as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.