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Householder Group Estate & Retirement Specialist’s Barclays BCS Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-193
Closed -$1.83K – 1197
2024
Q1 		$1.83K Hold
193
– – ﹤0.01% 1062
2023
Q4 		$1K Sell
193
-422
-69% -$3.04K ﹤0.01% 1045
2023
Q3 		$4.79K Buy
+615
New +$4.77K ﹤0.01% 948
2023
Q1 		$1K Hold
168
– – ﹤0.01% 1126
2022
Q4 		$1K Buy
+168
New +$1.23K ﹤0.01% 329

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Householder Group Estate & Retirement Specialist's BCS Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Barclays (BCS) in Q2 2024, closing a stake of 193 shares — an estimated $1.83K sold.

Householder Group Estate & Retirement Specialist first reported a position in BCS in Q4 2022 and held it in 5 quarters. The position peaked at $4.79K in Q3 2023. 351 funds tracked by Wall St. Rank hold BCS as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Barclays position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 193 Barclays shares in Q2 2024, an estimated $1.83K.
  • Householder Group Estate & Retirement Specialist first reported a position in Barclays in Q4 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Barclays position peaked at $4.79K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Barclays as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.