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Clearview Wealth Advisors’s Barclays BCS Stock Holding History

Clearview 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
2023
Q3 		– Sell
-110
Closed -$865 – 165
2023
Q2 		$865 Hold
110
– – ﹤0.01% 618
2023
Q1 		$791 Hold
110
– – ﹤0.01% 594
2022
Q4 		$858 Hold
110
– – ﹤0.01% 541
2022
Q3 		$1K Hold
110
– – ﹤0.01% 516
2022
Q2 		$1K Hold
110
– – ﹤0.01% 521
2022
Q1 		$1K Hold
110
– – ﹤0.01% 550
2021
Q4 		$1K Hold
110
– – ﹤0.01% 616
2021
Q3 		$1K Hold
110
– – ﹤0.01% 606
2021
Q2 		$1K Hold
110
– – ﹤0.01% 603
2021
Q1 		$1K Hold
110
– – ﹤0.01% 571
2020
Q4 		$1K Buy
+110
New +$736 ﹤0.01% 528

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return