APA
BCS icon

American Portfolios Advisors’s Barclays BCS Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$45.4K Buy
7,101
+4,337
+157% +$33.4K ﹤0.01% 1765
2022
Q2 		$21K Sell
2,764
-1,600
-37% -$12.6K ﹤0.01% 2209
2022
Q1 		$34.5K Sell
4,364
-100
-2% -$1.02K ﹤0.01% 2072
2021
Q4 		$46.2K Hold
4,464
– – ﹤0.01% 1904
2021
Q3 		$46.1K Sell
4,464
-466
-9% -$4.64K ﹤0.01% 1804
2021
Q2 		$47.6K Buy
4,930
+913
+23% +$9.32K ﹤0.01% 1748
2021
Q1 		$41.1K Buy
4,017
+2,110
+111% +$18.5K ﹤0.01% 1692
2020
Q4 		$15.2K Buy
1,907
+440
+30% +$2.94K ﹤0.01% 1941
2020
Q3 		$7.35K Hold
1,467
– – ﹤0.01% 2114
2020
Q2 		$8.3K Buy
1,467
+342
+30% +$1.78K ﹤0.01% 1999
2020
Q1 		$5.1K Hold
1,125
– – ﹤0.01% 2085
2019
Q4 		$10.7K Hold
1,125
– – ﹤0.01% 1970
2019
Q3 		$8.26K Buy
1,125
+904
+409% +$6.54K ﹤0.01% 2001
2019
Q2 		$1.64K Buy
221
+109
+97% +$861 ﹤0.01% 2514
2019
Q1 		$880 Buy
+112
New +$900 ﹤0.01% 2490

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's BCS Position: Q3 2022 in Review

American Portfolios Advisors increased its Barclays (BCS) stake by 157% in Q3 2022, buying an estimated $33.4K and bringing the position to 7,101 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

American Portfolios Advisors first reported a position in BCS in Q1 2019 and has held it in 15 quarters since. The position peaked at $47.6K in Q2 2021. 274 funds tracked by Wall St. Rank hold BCS as of Q3 2022.

  • American Portfolios Advisors held 7,101 shares of Barclays worth $45.4K as of Q3 2022.
  • American Portfolios Advisors bought 4,337 Barclays shares in Q3 2022, an estimated $33.4K.
  • Barclays made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1765 holding.
  • American Portfolios Advisors first reported a position in Barclays in Q1 2019 and has held it in 15 quarters since.
  • American Portfolios Advisors's Barclays position peaked at $47.6K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Barclays as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.