Cahill Financial Advisors’s Barclays BCS Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-1,542	Closed	-$16K	–	278
2021 Q3	$16K	Buy	+1,542	New	+$15.4K	﹤0.01%	478

Other funds holding BCS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cahill Financial Advisors's BCS Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Barclays (BCS) in Q4 2021, closing a stake of 1,542 shares — an estimated $16K sold.

Cahill Financial Advisors first reported a position in BCS in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 287 funds tracked by Wall St. Rank hold BCS as of Q4 2021.

Cahill Financial Advisors reported no remaining Barclays position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 1,542 Barclays shares in Q4 2021, an estimated $16K.
Cahill Financial Advisors first reported a position in Barclays in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Barclays position peaked at $16K in Q3 2021.
287 funds tracked by Wall St. Rank held Barclays as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.