Prestige Wealth Management Group’s Barclays BCS Stock Holding History

Prestige Wealth Management 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
2023 Q1	–	Sell	-492	Closed	-$3.84K	–	1065
2022 Q4	$3.84K	Buy	+492	New	+$3.59K	﹤0.01%	677
2019 Q1	–	Sell	-77	Closed	-$1K	–	563
2018 Q4	$1K	Buy	+77	New	+$620	﹤0.01%	955

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prestige Wealth Management Group's BCS Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Barclays (BCS) in Q1 2023, closing a stake of 492 shares — an estimated $3.84K sold.

Prestige Wealth Management Group first reported a position in BCS in Q4 2018 and held it in 2 quarters. The position peaked at $3.84K in Q4 2022. 286 funds tracked by Wall St. Rank hold BCS as of Q1 2023.

Prestige Wealth Management Group reported no remaining Barclays position as of Q1 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 492 Barclays shares in Q1 2023, an estimated $3.84K.
Prestige Wealth Management Group first reported a position in Barclays in Q4 2018 and held it in 2 quarters.
Prestige Wealth Management Group's Barclays position peaked at $3.84K in Q4 2022.
286 funds tracked by Wall St. Rank held Barclays as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.