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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearview Wealth Advisors's BCS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Barclays (BCS) in Q3 2023, closing a stake of 110 shares — an estimated $865 sold.

Clearview Wealth Advisors first reported a position in BCS in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 283 funds tracked by Wall St. Rank hold BCS as of Q3 2023.

Clearview Wealth Advisors reported no remaining Barclays position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 110 Barclays shares in Q3 2023, an estimated $865.
Clearview Wealth Advisors first reported a position in Barclays in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Barclays position peaked at $1K in Q3 2022.
283 funds tracked by Wall St. Rank held Barclays as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.