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Pacific Capital Wealth Advisors’s Barclays BCS Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-402
Closed -$4.3K – 506
2024
Q2 		$4.3K Buy
+402
New +$4.18K ﹤0.01% 394

Other funds holding BCS

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Pacific Capital Wealth Advisors's BCS Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Barclays (BCS) in Q3 2024, closing a stake of 402 shares — an estimated $4.3K sold.

Pacific Capital Wealth Advisors first reported a position in BCS in Q2 2024 and held it in 1 quarter. The position peaked at $4.3K in Q2 2024. 357 funds tracked by Wall St. Rank hold BCS as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Barclays position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 402 Barclays shares in Q3 2024, an estimated $4.3K.
  • Pacific Capital Wealth Advisors first reported a position in Barclays in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Barclays position peaked at $4.3K in Q2 2024.
  • 357 funds tracked by Wall St. Rank held Barclays as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.