First Foundation Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-46,000
Closed -$362K 437
2023
Q4
$362K Hold
46,000
0.02% 261
2023
Q3
$358K Buy
46,000
+26,000
+130% +$202K 0.02% 289
2023
Q2
$157K Buy
+20,000
New +$155K 0.01% 395

Other funds holding BCS

First Foundation Advisors's BCS Position: Q1 2024 in Review

First Foundation Advisors sold out of Barclays (BCS) in Q1 2024, closing a stake of 46,000 shares — an estimated $362K sold.

First Foundation Advisors first reported a position in BCS in Q2 2023 and held it in 3 quarters. The position peaked at $362K in Q4 2023. 324 funds tracked by Wall St. Rank hold BCS as of Q1 2024.

  • First Foundation Advisors reported no remaining Barclays position as of Q1 2024 after selling out during the quarter.
  • First Foundation Advisors sold 46,000 Barclays shares in Q1 2024, an estimated $362K.
  • First Foundation Advisors first reported a position in Barclays in Q2 2023 and held it in 3 quarters.
  • First Foundation Advisors's Barclays position peaked at $362K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Barclays as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.