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Lake Street Advisors Group’s Barclays BCS Stock Holding History

Lake Street Advisors Group’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
Q4 		$538K Buy
40,500
+880
+2% +$11.4K 0.02% 319
2024
Q3 		$481K Sell
39,620
-5
-0% -$59 0.02% 339
2024
Q2 		$424K Sell
39,625
-1,486
-4% -$15.4K 0.02% 355
2024
Q1 		$400K Buy
41,111
+1,795
+5% +$14.7K 0.02% 382
2023
Q4 		$310K Sell
39,316
-638
-2% -$4.6K 0.02% 428
2023
Q3 		$311K Sell
39,954
-1,881
-4% -$14.6K 0.02% 226
2023
Q2 		$329K Buy
41,835
+5,364
+15% +$41.5K 0.02% 224
2023
Q1 		$262K Sell
36,471
-1,270
-3% -$10.5K 0.02% 221
2022
Q4 		$294K Sell
37,741
-4,114
-10% -$30K 0.02% 213
2022
Q3 		$268K Sell
41,855
-2,048
-5% -$15.8K 0.02% 215
2022
Q2 		$334K Buy
43,903
+3,325
+8% +$26.1K 0.02% 182
2022
Q1 		$321K Sell
40,578
-587
-1% -$5.99K 0.02% 183
2021
Q4 		$426K Buy
41,165
+155
+0.4% +$1.63K 0.03% 178
2021
Q3 		$423K Buy
41,010
+4,071
+11% +$40.5K 0.05% 135
2021
Q2 		$384K Sell
36,939
-1,290
-3% -$13.2K 0.03% 205
2021
Q1 		$391K Buy
38,229
+384
+1% +$3.37K 0.03% 186
2020
Q4 		$302K Buy
37,845
+3,076
+9% +$20.6K 0.03% 221
2020
Q3 		$174K Buy
34,769
+3,111
+10% +$17.2K 0.02% 274
2020
Q2 		$179K Buy
31,658
+1,434
+5% +$7.47K 0.02% 262
2020
Q1 		$137K Buy
30,224
+17,530
+138% +$135K 0.02% 238
2019
Q4 		$121K Buy
12,694
+1,749
+16% +$15.1K 0.01% 246
2019
Q3 		$80K Buy
+10,945
New +$79.1K 0.01% 225
2019
Q2 		– Sell
-10,861
Closed -$85K – 231
2019
Q1 		$85K Buy
+10,861
New +$87.3K 0.01% 228
2018
Q3 		– Sell
-16,597
Closed -$159K – 229
2018
Q2 		$159K Buy
16,597
+648
+4% +$7.01K 0.02% 318
2018
Q1 		$180K Buy
15,949
+3,791
+31% +$41.3K 0.02% 301
2017
Q4 		$127K Buy
+12,158
New +$118K 0.01% 317

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lake Street Advisors Group's BCS Position: Q4 2024 in Review

Lake Street Advisors Group increased its Barclays (BCS) stake by 2.2% in Q4 2024, buying an estimated $11.4K and bringing the position to 40,500 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #319.

Lake Street Advisors Group first reported a position in BCS in Q4 2017 and has held it in 26 quarters since. 396 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

  • Lake Street Advisors Group held 40,500 shares of Barclays worth $538K as of Q4 2024.
  • Lake Street Advisors Group bought 880 Barclays shares in Q4 2024, an estimated $11.4K.
  • Barclays made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #319 holding.
  • Lake Street Advisors Group first reported a position in Barclays in Q4 2017 and has held it in 26 quarters since.
  • 396 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.