Financial Counselors Inc’s Barclays BCS Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-26,133	Closed	-$401K	–	60
2025 Q1	$401K	Sell	26,133 -10,406	-28%	-$156K	0.01%	453
2024 Q4	$486K	Buy	36,539 +252	+0.7%	+$3.27K	0.01%	415
2024 Q3	$441K	Buy	36,287 +3,146	+9%	+$36.8K	0.01%	451
2024 Q2	$355K	Buy	33,141 +7,655	+30%	+$79.6K	0.01%	456
2024 Q1	$241K	Hold	25,486	–	–	﹤0.01%	531
2023 Q4	$201K	Sell	25,486 -3,526	-12%	-$25.4K	﹤0.01%	552
2023 Q3	$226K	Buy	29,012 +704	+2%	+$5.46K	﹤0.01%	517
2023 Q2	$223K	Hold	28,308	–	–	﹤0.01%	476
2023 Q1	$204K	Hold	28,308	–	–	﹤0.01%	484
2022 Q4	$221K	Hold	28,308	–	–	0.01%	471
2022 Q3	$181K	Sell	28,308 -159	-0.6%	-$1.23K	﹤0.01%	465
2022 Q2	$216K	Sell	28,467 -192	-0.7%	-$1.51K	0.01%	469
2022 Q1	$226K	Hold	28,659	–	–	﹤0.01%	477
2021 Q4	$297K	Hold	28,659	–	–	0.01%	428
2021 Q3	$296K	Buy	+28,659	New	+$285K	0.01%	451
2016 Q1	–	Sell	-19,768	Closed	-$240K	–	442
2015 Q4	$240K	Buy	19,768 +1,110	+6%	+$14.7K	0.02%	389
2015 Q3	$257K	Buy	18,658 +4,827	+35%	+$74.2K	0.02%	374
2015 Q2	$212K	Buy	+13,831	New	+$208K	0.01%	418

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return