Contravisory Investment Management’s Barclays BCS Stock Holding History

Contravisory Investment Management’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
2026 Q2	$10.7M	Sell	396,837 -6,868	-2%	-$166K	1.88%	14
2026 Q1	$8.54M	Sell	403,705 -23,011	-5%	-$561K	1.75%	23
2025 Q4	$10.9M	Sell	426,716 -13,124	-3%	-$291K	2.15%	10
2025 Q3	$9.09M	Sell	439,840 -13,798	-3%	-$273K	1.76%	25
2025 Q2	$8.43M	Buy	453,638 +438,484	+2,894%	+$7.25M	1.66%	27
2025 Q1	$233K	Buy	15,154 +529	+4%	+$7.92K	0.05%	226
2024 Q4	$194K	Buy	+14,625	New	+$189K	0.04%	226
2022 Q2	–	Sell	-10,029	Closed	-$79K	–	331
2022 Q1	$79K	Hold	10,029	–	–	0.02%	234
2021 Q4	$104K	Buy	10,029 +749	+8%	+$7.86K	0.03%	213
2021 Q3	$96K	Buy	+9,280	New	+$92.4K	0.03%	209

Other funds holding BCS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return