Accurate Wealth Management’s Barclays BCS Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-288	Closed	-$2.45K	–	356
2022 Q4	$2.45K	Buy	+288	New	+$2.1K	﹤0.01%	1166

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accurate Wealth Management's BCS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Barclays (BCS) in Q1 2023, closing a stake of 288 shares — an estimated $2.45K sold.

Accurate Wealth Management first reported a position in BCS in Q4 2022 and held it in 1 quarter. The position peaked at $2.45K in Q4 2022. 286 funds tracked by Wall St. Rank hold BCS as of Q1 2023.

Accurate Wealth Management reported no remaining Barclays position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 288 Barclays shares in Q1 2023, an estimated $2.45K.
Accurate Wealth Management first reported a position in Barclays in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Barclays position peaked at $2.45K in Q4 2022.
286 funds tracked by Wall St. Rank held Barclays as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.