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Liberty Wealth Management’s Barclays BCS Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,410
Closed -$14K – 261
2021
Q3 		$14K Buy
1,410
+1,351
+2,290% +$13.4K 0.01% 732
2021
Q2 		$1K Sell
59
-60
-50% -$613 ﹤0.01% 968
2021
Q1 		$0 Hold
119
– – ﹤0.01% 931
2020
Q4 		$0 Buy
+119
New +$796 ﹤0.01% 944
2020
Q2 		– Sell
-1,409
Closed -$6K – 858
2020
Q1 		$6K Sell
1,409
-107
-7% -$826 0.01% 531
2019
Q4 		$14K Buy
1,516
+787
+108% +$6.8K 0.01% 473
2019
Q3 		$5K Buy
+729
New +$5.27K ﹤0.01% 623
2019
Q1 		– Sell
-156
Closed -$1K – 737
2018
Q4 		$1K Buy
+156
New +$1.26K ﹤0.01% 697

Other funds holding BCS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's BCS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Barclays (BCS) in Q4 2021, closing a stake of 1,410 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in BCS in Q4 2018 and held it in 8 quarters. The position peaked at $14K in Q3 2021. 287 funds tracked by Wall St. Rank hold BCS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Barclays position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,410 Barclays shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Barclays in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Barclays position peaked at $14K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held Barclays as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.