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Onyx Bridge Wealth Group’s Barclays BCS Stock Holding History

Onyx Bridge Wealth 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
Q3 		– Sell
-11,065
Closed -$84K – 178
2022
Q2 		$84K Sell
11,065
-20
-0.2% -$157 0.04% 156
2022
Q1 		$81K Buy
+11,085
New +$113K 0.03% 150

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

Onyx Bridge Wealth Group's BCS Position: Q3 2022 in Review

Onyx Bridge Wealth Group sold out of Barclays (BCS) in Q3 2022, closing a stake of 11,065 shares — an estimated $84K sold.

Onyx Bridge Wealth Group first reported a position in BCS in Q1 2022 and held it in 2 quarters. The position peaked at $84K in Q2 2022. 273 funds tracked by Wall St. Rank hold BCS as of Q3 2022.

  • Onyx Bridge Wealth Group reported no remaining Barclays position as of Q3 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 11,065 Barclays shares in Q3 2022, an estimated $84K.
  • Onyx Bridge Wealth Group first reported a position in Barclays in Q1 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Barclays position peaked at $84K in Q2 2022.
  • 273 funds tracked by Wall St. Rank held Barclays as of Q3 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2022, filed 13 Oct 2022.