Frisch Financial Group’s Barclays BCS Stock Holding History

Frisch Financial Group’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 Q1	–	Sell	-10,000	Closed	-$79K	–	135
2023 Q4	$79K	Buy	+10,000	New	+$72K	0.03%	125

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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

Frisch Financial Group's BCS Position: Q1 2024 in Review

Frisch Financial Group sold out of Barclays (BCS) in Q1 2024, closing a stake of 10,000 shares — an estimated $79K sold.

Frisch Financial Group first reported a position in BCS in Q4 2023 and held it in 1 quarter. The position peaked at $79K in Q4 2023. 324 funds tracked by Wall St. Rank hold BCS as of Q1 2024.

Frisch Financial Group reported no remaining Barclays position as of Q1 2024 after selling out during the quarter.
Frisch Financial Group sold 10,000 Barclays shares in Q1 2024, an estimated $79K.
Frisch Financial Group first reported a position in Barclays in Q4 2023 and held it in 1 quarter.
Frisch Financial Group's Barclays position peaked at $79K in Q4 2023.
324 funds tracked by Wall St. Rank held Barclays as of Q1 2024.

Based on Frisch Financial Group's 13F filing for Q1 2024, filed 15 May 2024.