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Glass Jacobson Investment Advisors’s Barclays BCS Stock Holding History

Glass Jacobson Investment 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
Q4 		– Sell
-62
Closed -$483 – 723
2023
Q3 		$483 Buy
62
+35
+130% +$272 ﹤0.01% 755
2023
Q2 		$213 Buy
+27
New +$209 ﹤0.01% 785
2022
Q4 		$1.39K Buy
+178
New +$1.3K ﹤0.01% 704

Other funds holding BCS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glass Jacobson Investment Advisors's BCS Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Barclays (BCS) in Q4 2023, closing a stake of 62 shares — an estimated $483 sold.

Glass Jacobson Investment Advisors first reported a position in BCS in Q4 2022 and held it in 3 quarters. The position peaked at $1.39K in Q4 2022. 300 funds tracked by Wall St. Rank hold BCS as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Barclays position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 62 Barclays shares in Q4 2023, an estimated $483.
  • Glass Jacobson Investment Advisors first reported a position in Barclays in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Barclays position peaked at $1.39K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Barclays as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.