Koshinski Asset Management
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Koshinski Asset Management’s Barclays BCS Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-2,280
Closed -$18K – 695
2022
Q1 		$18K Hold
2,280
– – ﹤0.01% 1439
2021
Q4 		$23.6K Sell
2,280
-66
-3% -$692 ﹤0.01% 1390
2021
Q3 		$24.2K Buy
+2,346
New +$23.4K ﹤0.01% 1388

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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

Koshinski Asset Management's BCS Position: Q2 2022 in Review

Koshinski Asset Management sold out of Barclays (BCS) in Q2 2022, closing a stake of 2,280 shares — an estimated $18K sold.

Koshinski Asset Management first reported a position in BCS in Q3 2021 and held it in 3 quarters. The position peaked at $24.2K in Q3 2021. 288 funds tracked by Wall St. Rank hold BCS as of Q2 2022.

  • Koshinski Asset Management reported no remaining Barclays position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,280 Barclays shares in Q2 2022, an estimated $18K.
  • Koshinski Asset Management first reported a position in Barclays in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Barclays position peaked at $24.2K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Barclays as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.