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Dana Investment Advisors’s Barclays BCS Stock Holding History

Dana 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
Q1 		– Sell
-22,094
Closed -$174K – 530
2023
Q4 		$174K Sell
22,094
-105
-0.5% -$756 0.01% 416
2023
Q3 		$173K Buy
+22,199
New +$172K 0.01% 400
2022
Q3 		– Sell
-10,217
Closed -$78K – 399
2022
Q2 		$78K Hold
10,217
– – ﹤0.01% 409
2022
Q1 		$81K Hold
10,217
– – ﹤0.01% 340
2021
Q4 		$106K Buy
+10,217
New +$107K ﹤0.01% 326
2021
Q2 		– Sell
-11,379
Closed -$116K – 320
2021
Q1 		$116K Buy
+11,379
New +$99.7K 0.01% 312

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dana Investment Advisors's BCS Position: Q1 2024 in Review

Dana Investment Advisors sold out of Barclays (BCS) in Q1 2024, closing a stake of 22,094 shares — an estimated $174K sold.

Dana Investment Advisors first reported a position in BCS in Q1 2021 and held it in 6 quarters. The position peaked at $174K in Q4 2023. 324 funds tracked by Wall St. Rank hold BCS as of Q1 2024.

  • Dana Investment Advisors reported no remaining Barclays position as of Q1 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 22,094 Barclays shares in Q1 2024, an estimated $174K.
  • Dana Investment Advisors first reported a position in Barclays in Q1 2021 and held it in 6 quarters.
  • Dana Investment Advisors's Barclays position peaked at $174K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Barclays as of Q1 2024.

Based on Dana Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.