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Grey Fox Wealth Advisors’s Barclays BCS Stock Holding History

Grey Fox Wealth 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
-46
Closed -$331 – 142
2023
Q1 		$331 Hold
46
– – ﹤0.01% 505
2022
Q4 		$359 Buy
+46
New +$335 ﹤0.01% 378

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Grey Fox Wealth Advisors's BCS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Barclays (BCS) in Q2 2023, closing a stake of 46 shares — an estimated $331 sold.

Grey Fox Wealth Advisors first reported a position in BCS in Q4 2022 and held it in 2 quarters. The position peaked at $359 in Q4 2022. 286 funds tracked by Wall St. Rank hold BCS as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Barclays position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 46 Barclays shares in Q2 2023, an estimated $331.
  • Grey Fox Wealth Advisors first reported a position in Barclays in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Barclays position peaked at $359 in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Barclays as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.