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KCS Wealth Advisory’s Barclays BCS Stock Holding History

KCS Wealth Advisory’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 		– Sell
-13,915
Closed -$110K – 150
2022
Q1 		$110K Sell
13,915
-2,287
-14% -$23.3K 0.05% 156
2021
Q4 		$168K Sell
16,202
-7,239
-31% -$75.9K 0.07% 159
2021
Q3 		$242K Hold
23,441
– – 0.11% 140
2021
Q2 		$226K Sell
23,441
-79
-0.3% -$807 0.11% 144
2021
Q1 		$241K Sell
23,520
-905
-4% -$7.93K 0.12% 136
2020
Q4 		$195K Buy
+24,425
New +$163K 0.13% 145
2019
Q4 		– Sell
-3,545
Closed -$26K – 173
2019
Q3 		$26K Buy
+3,545
New +$25.6K 0.02% 284
2018
Q3 		– Sell
-11,169
Closed -$107K – 150
2018
Q2 		$107K Sell
11,169
-1,673
-13% -$18.1K 0.1% 151
2018
Q1 		$145K Sell
12,842
-1,342
-9% -$14.6K 0.13% 162
2017
Q4 		$148K Buy
+14,184
New +$138K 0.14% 166

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $3.03B AUM 57.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return