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B. Riley Wealth Advisors’s Barclays BCS Stock Holding History

B. Riley Wealth 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
2024
Q2 		– Sell
-10,066
Closed -$78.4K – 1403
2024
Q1 		$78.4K Buy
+10,066
New +$82.4K ﹤0.01% 1377
2023
Q4 		– Sell
-10,066
Closed -$78.4K – 1399
2023
Q3 		$78.4K Buy
+10,066
New +$78.1K ﹤0.01% 1377
2022
Q3 		– Sell
-13,638
Closed -$105K – 1456
2022
Q2 		$105K Sell
13,638
-1
-0% -$8 ﹤0.01% 1116
2022
Q1 		$108K Buy
+13,639
New +$139K ﹤0.01% 1286
2021
Q1 		– Sell
-12,193
Closed -$99K – 1352
2020
Q4 		$99K Sell
12,193
-2,500
-17% -$16.7K 0.01% 989
2020
Q3 		$75K Sell
14,693
-383
-3% -$2.12K ﹤0.01% 907
2020
Q2 		$86K Sell
15,076
-3,834
-20% -$20K 0.01% 828
2020
Q1 		$87K Buy
18,910
+564
+3% +$4.36K 0.01% 732
2019
Q4 		$176K Buy
18,346
+1,591
+9% +$13.7K 0.02% 769
2019
Q3 		$124K Buy
16,755
+2,673
+19% +$19.3K 0.01% 759
2019
Q2 		$105K Buy
14,082
+235
+2% +$1.86K 0.01% 754
2019
Q1 		$109K Buy
13,847
+3,327
+32% +$26.7K 0.01% 697
2018
Q4 		$76K Sell
10,520
-2,117
-17% -$17.1K 0.01% 626
2018
Q3 		$109K Sell
12,637
-1,487
-11% -$13.8K 0.01% 684
2018
Q2 		$136K Sell
14,124
-1,343
-9% -$14.5K 0.02% 631
2018
Q1 		$176K Buy
15,467
+663
+4% +$7.23K 0.02% 601
2017
Q4 		$155K Sell
14,804
-1,018
-6% -$9.88K 0.02% 595
2017
Q3 		$157K Buy
15,822
+182
+1% +$1.8K 0.03% 510
2017
Q2 		$159K Buy
15,640
+26
+0.2% +$265 0.03% 490
2017
Q1 		$168K Sell
15,614
-52
-0.3% -$559 0.03% 466
2016
Q4 		$164K Sell
15,666
-14,407
-48% -$136K 0.03% 479
2016
Q3 		$159K Buy
30,073
+14,610
+94% +$115K 0.03% 556
2016
Q2 		$111K Sell
15,463
-13,801
-47% -$124K 0.02% 564
2016
Q1 		$236K Buy
+29,264
New +$273K 0.05% 419
2015
Q1 		– Sell
-10,178
Closed -$142K – 700
2014
Q4 		$142K Buy
+10,178
New +$140K ﹤0.01% 1539

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's BCS Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Barclays (BCS) in Q2 2024, closing a stake of 10,066 shares — an estimated $78.4K sold.

B. Riley Wealth Advisors first reported a position in BCS in Q4 2014 and held it in 25 quarters. The position peaked at $236K in Q1 2016. 351 funds tracked by Wall St. Rank hold BCS as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Barclays position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,066 Barclays shares in Q2 2024, an estimated $78.4K.
  • B. Riley Wealth Advisors first reported a position in Barclays in Q4 2014 and held it in 25 quarters.
  • B. Riley Wealth Advisors's Barclays position peaked at $236K in Q1 2016.
  • 351 funds tracked by Wall St. Rank held Barclays as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.