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Point View Wealth Management’s Barclays BCS Stock Holding History

Point View Wealth Management’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
2020
Q4 		$122K Hold
15,226
– – 0.05% 261
2020
Q3 		$76K Sell
15,226
-118
-0.8% -$652 0.04% 251
2020
Q2 		$87K Sell
15,344
-375
-2% -$1.95K 0.04% 249
2020
Q1 		$71K Hold
15,719
– – 0.04% 239
2019
Q4 		$150K Sell
15,719
-1,218
-7% -$10.5K 0.06% 260
2019
Q3 		$124K Sell
16,937
-357
-2% -$2.58K 0.06% 253
2019
Q2 		$129K Hold
17,294
– – 0.05% 255
2019
Q1 		$135K Sell
17,294
-2,514
-13% -$20.2K 0.06% 251
2018
Q4 		$143K Sell
19,808
-1,555
-7% -$12.5K 0.07% 235
2018
Q3 		$183K Hold
21,363
– – 0.08% 248
2018
Q2 		$205K Sell
21,363
-2,840
-12% -$30.7K 0.1% 230
2018
Q1 		$274K Hold
24,203
– – 0.13% 198
2017
Q4 		$252K Buy
24,203
+661
+3% +$6.42K 0.12% 202
2017
Q3 		$233K Sell
23,542
-721
-3% -$7.15K 0.11% 209
2017
Q2 		$244K Hold
24,263
– – 0.12% 205
2017
Q1 		$259K Buy
24,263
+5,304
+28% +$57K 0.13% 198
2016
Q4 		$197K Hold
18,959
– – 0.11% 218
2016
Q3 		$155K Sell
18,959
-3,107
-14% -$24.5K 0.09% 219
2016
Q2 		$157K Buy
22,066
+9,272
+72% +$83.4K 0.1% 215
2016
Q1 		$103K Buy
+12,794
New +$119K 0.07% 227

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point View Wealth Management's BCS Position: Q4 2020 in Review

Point View Wealth Management held its Barclays (BCS) position steady in Q4 2020 at 15,226 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #261.

Point View Wealth Management first reported a position in BCS in Q1 2016 and has held it in 20 quarters since. The position peaked at $274K in Q1 2018. 225 funds tracked by Wall St. Rank hold BCS as of Q4 2020.

  • Point View Wealth Management held 15,226 shares of Barclays worth $122K as of Q4 2020.
  • Point View Wealth Management left its Barclays share count unchanged in Q4 2020.
  • Barclays made up 0.05% of Point View Wealth Management's portfolio in Q4 2020, its #261 holding.
  • Point View Wealth Management first reported a position in Barclays in Q1 2016 and has held it in 20 quarters since.
  • Point View Wealth Management's Barclays position peaked at $274K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held Barclays as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.