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Patriot Financial Group Insurance Agency’s Barclays BCS Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,377
Closed -$10K – 546
2022
Q2 		$10K Sell
1,377
-790
-36% -$6.2K ﹤0.01% 1227
2022
Q1 		$17K Sell
2,167
-2,216
-51% -$22.6K ﹤0.01% 1145
2021
Q4 		$45K Hold
4,383
– – 0.01% 906
2021
Q3 		$45K Buy
4,383
+781
+22% +$7.78K 0.01% 899
2021
Q2 		$35K Sell
3,602
-33
-0.9% -$337 0.01% 958
2021
Q1 		$37K Buy
3,635
+103
+3% +$903 0.01% 871
2020
Q4 		$28K Sell
3,532
-312
-8% -$2.09K 0.01% 872
2020
Q3 		$19K Buy
3,844
+54
+1% +$298 0.01% 803
2020
Q2 		$21K Sell
3,790
-1,254
-25% -$6.53K 0.01% 728
2020
Q1 		$23K Buy
5,044
+4,505
+836% +$34.8K 0.01% 616
2019
Q4 		$5K Sell
539
-93
-15% -$803 ﹤0.01% 966
2019
Q3 		$5K Buy
632
+46
+8% +$333 ﹤0.01% 929
2019
Q2 		$4K Buy
586
+41
+8% +$324 ﹤0.01% 976
2019
Q1 		$4K Buy
+545
New +$4.38K ﹤0.01% 883
2018
Q2 		– Sell
-105
Closed -$1K – 614
2018
Q1 		$1K Buy
+105
New +$1.15K ﹤0.01% 898

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 $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BCS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Barclays (BCS) in Q3 2022, closing a stake of 1,377 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in BCS in Q1 2018 and held it in 15 quarters. The position peaked at $45K in Q4 2021. 274 funds tracked by Wall St. Rank hold BCS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Barclays position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,377 Barclays shares in Q3 2022, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Barclays in Q1 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Barclays position peaked at $45K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Barclays as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.