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Prudent Man Advisors’s Barclays BCS Stock Holding History

Prudent Man 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
2021
Q4 		– Sell
-10,349
Closed -$107K – 189
2021
Q3 		$107K Hold
10,349
– – 0.04% 206
2021
Q2 		$100K Buy
10,349
+245
+2% +$2.5K 0.04% 208
2021
Q1 		$103K Buy
+10,104
New +$88.6K 0.04% 196

Other funds holding BCS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudent Man Advisors's BCS Position: Q4 2021 in Review

Prudent Man Advisors sold out of Barclays (BCS) in Q4 2021, closing a stake of 10,349 shares — an estimated $107K sold.

Prudent Man Advisors first reported a position in BCS in Q1 2021 and held it in 3 quarters. The position peaked at $107K in Q3 2021. 287 funds tracked by Wall St. Rank hold BCS as of Q4 2021.

  • Prudent Man Advisors reported no remaining Barclays position as of Q4 2021 after selling out during the quarter.
  • Prudent Man Advisors sold 10,349 Barclays shares in Q4 2021, an estimated $107K.
  • Prudent Man Advisors first reported a position in Barclays in Q1 2021 and held it in 3 quarters.
  • Prudent Man Advisors's Barclays position peaked at $107K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held Barclays as of Q4 2021.

Based on Prudent Man Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.