Graves Light Lenhart Wealth’s Barclays BCS Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-1,788	Closed	-$14K	–	203
2022 Q2	$14K	Hold	1,788	–	–	﹤0.01%	450
2022 Q1	$14K	Hold	1,788	–	–	﹤0.01%	506
2021 Q4	$19K	Hold	1,788	–	–	﹤0.01%	533
2021 Q3	$18K	Hold	1,788	–	–	﹤0.01%	505
2021 Q2	$17K	Hold	1,788	–	–	﹤0.01%	511
2021 Q1	$18K	Hold	1,788	–	–	﹤0.01%	514
2020 Q4	$14K	Buy	+1,788	New	+$12K	﹤0.01%	520

Other funds holding BCS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Graves Light Lenhart Wealth's BCS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Barclays (BCS) in Q3 2022, closing a stake of 1,788 shares — an estimated $14K sold.

Graves Light Lenhart Wealth first reported a position in BCS in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 273 funds tracked by Wall St. Rank hold BCS as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Barclays position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,788 Barclays shares in Q3 2022, an estimated $14K.
Graves Light Lenhart Wealth first reported a position in Barclays in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Barclays position peaked at $19K in Q4 2021.
273 funds tracked by Wall St. Rank held Barclays as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.