Capstone Investment Advisors
BCS icon

Capstone Investment Advisors’s Barclays BCS Stock Holding History

Capstone Investment 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
Q4 		– Sell
-10,956
Closed -$133K – 1842
2024
Q3 		$133K Buy
+10,956
New +$128K ﹤0.01% 1671
2024
Q2 		– Sell
-11,705
Closed -$111K – 2089
2024
Q1 		$111K Buy
11,705
+233
+2% +$1.91K ﹤0.01% 2124
2023
Q4 		$90.4K Buy
+11,472
New +$82.6K ﹤0.01% 1943

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capstone Investment Advisors's BCS Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Barclays (BCS) in Q4 2024, closing a stake of 10,956 shares — an estimated $133K sold.

Capstone Investment Advisors first reported a position in BCS in Q4 2023 and held it in 3 quarters. The position peaked at $133K in Q3 2024. 396 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Barclays position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,956 Barclays shares in Q4 2024, an estimated $133K.
  • Capstone Investment Advisors first reported a position in Barclays in Q4 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Barclays position peaked at $133K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.