Financial Synergies Wealth Advisors’s Barclays BCS Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-128	Closed	-$1.21K	–	112
2024 Q1	$1.21K	Hold	128	–	–	﹤0.01%	382
2023 Q4	$999	Hold	128	–	–	﹤0.01%	326
2023 Q3	$998	Hold	128	–	–	﹤0.01%	374
2023 Q2	$1.01K	Hold	128	–	–	﹤0.01%	374
2023 Q1	$921	Hold	128	–	–	﹤0.01%	385
2022 Q4	$999	Buy	+128	New	+$933	﹤0.01%	326

Other funds holding BCS

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's BCS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Barclays (BCS) in Q2 2024, closing a stake of 128 shares — an estimated $1.21K sold.

Financial Synergies Wealth Advisors first reported a position in BCS in Q4 2022 and held it in 6 quarters. The position peaked at $1.21K in Q1 2024. 350 funds tracked by Wall St. Rank hold BCS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Barclays position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 128 Barclays shares in Q2 2024, an estimated $1.21K.
Financial Synergies Wealth Advisors first reported a position in Barclays in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Barclays position peaked at $1.21K in Q1 2024.
350 funds tracked by Wall St. Rank held Barclays as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.