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Dixon Hughes Goodman Wealth Advisors’s Barclays BCS Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$1K Sell
117
-289
-71% -$2.95K ﹤0.01% 761
2021
Q4 		$4K Buy
+406
New +$4.26K ﹤0.01% 574

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BCS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Barclays (BCS) stake by 71% in Q1 2022, selling an estimated $2.95K and leaving 117 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Dixon Hughes Goodman Wealth Advisors first reported a position in BCS in Q4 2021 and has held it in 2 quarters since. The position peaked at $4K in Q4 2021. 302 funds tracked by Wall St. Rank hold BCS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 117 shares of Barclays worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 289 Barclays shares in Q1 2022, an estimated $2.95K.
  • Barclays made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #761 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Barclays in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Barclays position peaked at $4K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Barclays as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.