Marks Group Wealth Management’s Barclays BCS Stock Holding History

Marks Group 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
2023 Q1	–	Sell	-11,601	Closed	-$90.5K	–	276
2022 Q4	$90.5K	Hold	11,601	–	–	0.01%	274
2022 Q3	$74K	Hold	11,601	–	–	0.01%	268
2022 Q2	$88K	Hold	11,601	–	–	0.01%	284
2022 Q1	$92K	Hold	11,601	–	–	0.01%	302
2021 Q4	$120K	Hold	11,601	–	–	0.01%	304
2021 Q3	$120K	Hold	11,601	–	–	0.02%	290
2021 Q2	$112K	Buy	+11,601	New	+$118K	0.02%	264

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marks Group Wealth Management's BCS Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Barclays (BCS) in Q1 2023, closing a stake of 11,601 shares — an estimated $90.5K sold.

Marks Group Wealth Management first reported a position in BCS in Q2 2021 and held it in 7 quarters. The position peaked at $120K in Q4 2021. 286 funds tracked by Wall St. Rank hold BCS as of Q1 2023.

Marks Group Wealth Management reported no remaining Barclays position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 11,601 Barclays shares in Q1 2023, an estimated $90.5K.
Marks Group Wealth Management first reported a position in Barclays in Q2 2021 and held it in 7 quarters.
Marks Group Wealth Management's Barclays position peaked at $120K in Q4 2021.
286 funds tracked by Wall St. Rank held Barclays as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.