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Legacy Wealth Asset Management’s Barclays BCS Stock Holding History

Legacy Wealth 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
2026
Q2 		$1.11M Sell
41,335
-642
-2% -$15.5K 0.24% 114
2026
Q1 		$888K Sell
41,977
-2,042
-5% -$49.8K 0.22% 140
2025
Q4 		$1.12M Sell
44,019
-4,279
-9% -$94.8K 0.28% 100
2025
Q3 		$998K Sell
48,298
-997
-2% -$19.7K 0.24% 112
2025
Q2 		$916K Sell
49,295
-5,428
-10% -$89.8K 0.23% 110
2025
Q1 		$841K Sell
54,723
-2,726
-5% -$40.8K 0.23% 111
2024
Q4 		$763K Sell
57,449
-3,199
-5% -$41.4K 0.21% 132
2024
Q3 		$737K Sell
60,648
-1,351
-2% -$15.8K 0.2% 148
2024
Q2 		$664K Buy
61,999
+376
+0.6% +$3.91K 0.19% 161
2024
Q1 		$582K Buy
61,623
+1,237
+2% +$10.1K 0.16% 202
2023
Q4 		$476K Buy
60,386
+854
+1% +$6.15K 0.16% 232
2023
Q3 		$464K Buy
59,532
+1,534
+3% +$11.9K 0.17% 215
2023
Q2 		$456K Buy
57,998
+357
+0.6% +$2.76K 0.16% 218
2023
Q1 		$414K Buy
57,641
+11,779
+26% +$97.4K 0.15% 246
2022
Q4 		$358K Buy
45,862
+10,388
+29% +$75.7K 0.14% 271
2022
Q3 		$227K Sell
35,474
-132,993
-79% -$1.02M 0.1% 295
2022
Q2 		$1.28M Sell
168,467
-9,422
-5% -$74K 0.52% 43
2022
Q1 		$1.41M Buy
177,889
+26,785
+18% +$273K 0.5% 50
2021
Q4 		$1.56M Buy
+151,104
New +$1.58M 0.53% 30

Other funds holding BCS

CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return