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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 $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return