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Northwest Financial Advisors’s Barclays BCS Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-2
Closed -$25 – 152
2024
Q3 		$25 Buy
+2
New +$23 ﹤0.01% 562

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northwest Financial Advisors's BCS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Barclays (BCS) in Q4 2024, closing a stake of 2 shares — an estimated $25 sold.

Northwest Financial Advisors first reported a position in BCS in Q3 2024 and held it in 1 quarter. The position peaked at $25 in Q3 2024. 395 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Barclays position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2 Barclays shares in Q4 2024, an estimated $25.
  • Northwest Financial Advisors first reported a position in Barclays in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Barclays position peaked at $25 in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.