Harvest Group Wealth Management’s Barclays BCS Stock Holding History

Harvest Group Wealth Management’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 Q1	$4.39K	Buy	610 +276	+83%	+$2.28K	﹤0.01%	92
2022 Q4	$2.6K	Hold	334	–	–	﹤0.01%	110
2022 Q3	$2K	Hold	334	–	–	﹤0.01%	107
2022 Q2	$2K	Buy	334 +193	+137%	+$1.51K	﹤0.01%	119
2022 Q1	$1K	Buy	141 +43	+44%	+$439	﹤0.01%	106
2021 Q4	$1K	Buy	+98	New	+$1.03K	﹤0.01%	84

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

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

RJA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's BCS Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Barclays (BCS) stake by 83% in Q1 2023, buying an estimated $2.28K and bringing the position to 610 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #92.

Harvest Group Wealth Management first reported a position in BCS in Q4 2021 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold BCS as of Q1 2023.

Harvest Group Wealth Management held 610 shares of Barclays worth $4.39K as of Q1 2023.
Harvest Group Wealth Management bought 276 Barclays shares in Q1 2023, an estimated $2.28K.
Barclays made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #92 holding.
Harvest Group Wealth Management first reported a position in Barclays in Q4 2021 and has held it in 6 quarters since.
286 funds tracked by Wall St. Rank held Barclays as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.