Intersect Capital’s Barclays BCS Stock Holding History

Intersect Capital’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 Q2	$164K	Buy	21,548 +7,626	+55%	+$59.9K	0.05%	334
2022 Q1	$110K	Sell	13,922 -1,711	-11%	-$17.5K	0.02%	429
2021 Q4	$162K	Buy	15,633 +1,130	+8%	+$11.9K	0.03%	417
2021 Q3	$150K	Buy	+14,503	New	+$144K	0.03%	391

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

Intersect Capital's BCS Position: Q2 2022 in Review

Intersect Capital increased its Barclays (BCS) stake by 55% in Q2 2022, buying an estimated $59.9K and bringing the position to 21,548 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #334.

Intersect Capital first reported a position in BCS in Q3 2021 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold BCS as of Q2 2022.

Intersect Capital held 21,548 shares of Barclays worth $164K as of Q2 2022.
Intersect Capital bought 7,626 Barclays shares in Q2 2022, an estimated $59.9K.
Barclays made up 0.05% of Intersect Capital's portfolio in Q2 2022, its #334 holding.
Intersect Capital first reported a position in Barclays in Q3 2021 and has held it in 4 quarters since.
289 funds tracked by Wall St. Rank held Barclays as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.