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Fortis Capital Advisors’s Barclays BCS Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-200
Closed -$1.44K – 158
2023
Q1 		$1.44K Buy
+200
New +$1.65K ﹤0.01% 590

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
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

Fortis Capital Advisors's BCS Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Barclays (BCS) in Q2 2023, closing a stake of 200 shares — an estimated $1.44K sold.

Fortis Capital Advisors first reported a position in BCS in Q1 2023 and held it in 1 quarter. The position peaked at $1.44K in Q1 2023. 287 funds tracked by Wall St. Rank hold BCS as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Barclays position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 200 Barclays shares in Q2 2023, an estimated $1.44K.
  • Fortis Capital Advisors first reported a position in Barclays in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Barclays position peaked at $1.44K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Barclays as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.