MilWealth Group’s Barclays BCS Stock Holding History

MilWealth 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
2022 Q1	–	Sell	-196	Closed	-$2.03K	–	88
2021 Q4	$2.03K	Hold	196	–	–	﹤0.01%	134
2021 Q3	$2.02K	Buy	+196	New	+$1.95K	﹤0.01%	140

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

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

MilWealth Group's BCS Position: Q1 2022 in Review

MilWealth Group sold out of Barclays (BCS) in Q1 2022, closing a stake of 196 shares — an estimated $2.03K sold.

MilWealth Group first reported a position in BCS in Q3 2021 and held it in 2 quarters. The position peaked at $2.03K in Q4 2021. 302 funds tracked by Wall St. Rank hold BCS as of Q1 2022.

MilWealth Group reported no remaining Barclays position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 196 Barclays shares in Q1 2022, an estimated $2.03K.
MilWealth Group first reported a position in Barclays in Q3 2021 and held it in 2 quarters.
MilWealth Group's Barclays position peaked at $2.03K in Q4 2021.
302 funds tracked by Wall St. Rank held Barclays as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.