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Janiczek Wealth Management’s Barclays BCS Stock Holding History

Janiczek 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
2022
Q1 		– Sell
-1,227
Closed -$13K – 941
2021
Q4 		$13K Buy
1,227
+264
+27% +$2.77K ﹤0.01% 551
2021
Q3 		$10K Buy
963
+899
+1,405% +$8.95K ﹤0.01% 564
2021
Q2 		$1K Buy
+64
New +$654 ﹤0.01% 812

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janiczek Wealth Management's BCS Position: Q1 2022 in Review

Janiczek Wealth Management sold out of Barclays (BCS) in Q1 2022, closing a stake of 1,227 shares — an estimated $13K sold.

Janiczek Wealth Management first reported a position in BCS in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 302 funds tracked by Wall St. Rank hold BCS as of Q1 2022.

  • Janiczek Wealth Management reported no remaining Barclays position as of Q1 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 1,227 Barclays shares in Q1 2022, an estimated $13K.
  • Janiczek Wealth Management first reported a position in Barclays in Q2 2021 and held it in 3 quarters.
  • Janiczek Wealth Management's Barclays position peaked at $13K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Barclays as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.