Endurance Wealth Management’s Barclays BCS Stock Holding History

Endurance Wealth 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
2023 Q2	$3K	Hold	322	–	–	﹤0.01%	566
2023 Q1	$2K	Hold	322	–	–	﹤0.01%	593
2022 Q4	$3K	Hold	322	–	–	﹤0.01%	551
2022 Q3	$2K	Hold	322	–	–	﹤0.01%	553
2022 Q2	$2K	Hold	322	–	–	﹤0.01%	570
2022 Q1	$3K	Hold	322	–	–	﹤0.01%	576
2021 Q4	$3K	Hold	322	–	–	﹤0.01%	561
2021 Q3	$3K	Hold	322	–	–	﹤0.01%	573
2021 Q2	$3K	Hold	322	–	–	﹤0.01%	582
2021 Q1	$3K	Hold	322	–	–	﹤0.01%	584
2020 Q4	$3K	Hold	322	–	–	﹤0.01%	552
2020 Q3	$2K	Hold	322	–	–	﹤0.01%	564
2020 Q2	$2K	Hold	322	–	–	﹤0.01%	551
2020 Q1	$1K	Buy	+322	New	+$2.49K	﹤0.01%	532

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

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

RJA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Endurance Wealth Management's BCS Position: Q2 2023 in Review

Endurance Wealth Management held its Barclays (BCS) position steady in Q2 2023 at 322 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Endurance Wealth Management first reported a position in BCS in Q1 2020 and has held it in 14 quarters since. 286 funds tracked by Wall St. Rank hold BCS as of Q2 2023.

Endurance Wealth Management held 322 shares of Barclays worth $3K as of Q2 2023.
Endurance Wealth Management left its Barclays share count unchanged in Q2 2023.
Barclays made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #566 holding.
Endurance Wealth Management first reported a position in Barclays in Q1 2020 and has held it in 14 quarters since.
286 funds tracked by Wall St. Rank held Barclays as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.