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Avior Wealth Management’s Barclays BCS Stock Holding History

Avior 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
2025
Q1 		– Sell
-365
Closed -$4.85K – 887
2024
Q4 		$4.85K Hold
365
– – ﹤0.01% 1866
2024
Q3 		$4.43K Hold
365
– – ﹤0.01% 1817
2024
Q2 		$3.91K Sell
365
-8,199
-96% -$85.2K ﹤0.01% 1797
2024
Q1 		$80.9K Buy
+8,564
New +$70.1K ﹤0.01% 1039
2016
Q4 		– Sell
-689
Closed -$6K – 496
2016
Q3 		$6K Sell
689
-4
-0.6% -$32 ﹤0.01% 370
2016
Q2 		$5K Buy
+693
New +$6.23K ﹤0.01% 375

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's BCS Position: Q1 2025 in Review

Avior Wealth Management sold out of Barclays (BCS) in Q1 2025, closing a stake of 365 shares — an estimated $4.85K sold.

Avior Wealth Management first reported a position in BCS in Q2 2016 and held it in 6 quarters. The position peaked at $80.9K in Q1 2024. 406 funds tracked by Wall St. Rank hold BCS as of Q1 2025.

  • Avior Wealth Management reported no remaining Barclays position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 365 Barclays shares in Q1 2025, an estimated $4.85K.
  • Avior Wealth Management first reported a position in Barclays in Q2 2016 and held it in 6 quarters.
  • Avior Wealth Management's Barclays position peaked at $80.9K in Q1 2024.
  • 406 funds tracked by Wall St. Rank held Barclays as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.