Carolinas Wealth Consulting’s Barclays BCS Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-349	Closed	-$5.36K	–	89
2025 Q1	$5.36K	Sell	349 -141	-29%	-$2.11K	﹤0.01%	596
2024 Q4	$6.51K	Sell	490 -120	-20%	-$1.55K	﹤0.01%	596
2024 Q3	$7.41K	Sell	610 -9	-1%	-$105	﹤0.01%	603
2024 Q2	$6.63K	Buy	619 +30	+5%	+$312	﹤0.01%	611
2024 Q1	$5.74K	Sell	589 -65	-10%	-$532	﹤0.01%	627
2023 Q4	$5.15K	Hold	654	–	–	﹤0.01%	614
2023 Q3	$4.21K	Buy	654 +182	+39%	+$1.41K	﹤0.01%	632
2023 Q2	$3.71K	Sell	472 -20	-4%	-$155	﹤0.01%	727
2023 Q1	$3.54K	Buy	492 +59	+14%	+$488	﹤0.01%	741
2022 Q4	$3.38K	Buy	+433	New	+$3.16K	﹤0.01%	743

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carolinas Wealth Consulting's BCS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Barclays (BCS) in Q2 2025, closing a stake of 349 shares — an estimated $5.36K sold.

Carolinas Wealth Consulting first reported a position in BCS in Q4 2022 and held it in 10 quarters. The position peaked at $7.41K in Q3 2024. 428 funds tracked by Wall St. Rank hold BCS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Barclays position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 349 Barclays shares in Q2 2025, an estimated $5.36K.
Carolinas Wealth Consulting first reported a position in Barclays in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's Barclays position peaked at $7.41K in Q3 2024.
428 funds tracked by Wall St. Rank held Barclays as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.