Evoke Wealth’s Barclays BCS Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-92	Closed	-$1K	–	442
2022 Q3	$1K	Hold	92	–	–	﹤0.01%	1097
2022 Q2	$1K	Buy	+92	New	+$722	﹤0.01%	1098
2020 Q3	–	Sell	-161	Closed	-$1K	–	1024
2020 Q2	$1K	Sell	161 -829	-84%	-$4.32K	﹤0.01%	944
2020 Q1	$4.49K	Buy	990 +82	+9%	+$633	﹤0.01%	635
2019 Q4	$8.64K	Sell	908 -7	-0.8%	-$60	﹤0.01%	789
2019 Q3	$6.72K	Buy	+915	New	+$6.62K	﹤0.01%	919

Other funds holding BCS

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

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

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

Evoke Wealth's BCS Position: Q4 2022 in Review

Evoke Wealth sold out of Barclays (BCS) in Q4 2022, closing a stake of 92 shares — an estimated $1K sold.

Evoke Wealth first reported a position in BCS in Q3 2019 and held it in 6 quarters. The position peaked at $8.64K in Q4 2019. 303 funds tracked by Wall St. Rank hold BCS as of Q4 2022.

Evoke Wealth reported no remaining Barclays position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 92 Barclays shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in Barclays in Q3 2019 and held it in 6 quarters.
Evoke Wealth's Barclays position peaked at $8.64K in Q4 2019.
303 funds tracked by Wall St. Rank held Barclays as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.