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Schechter Investment Advisors’s Barclays BCS Stock Holding History

Schechter Investment 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
2025
Q1 		$196K Sell
12,748
-51,105
-80% -$765K 0.02% 559
2024
Q4 		$849K Sell
63,853
-7,981
-11% -$103K 0.07% 272
2024
Q3 		$873K Sell
71,834
-623
-0.9% -$7.29K 0.06% 276
2024
Q2 		$776K Sell
72,457
-22,193
-23% -$231K 0.06% 289
2024
Q1 		$894K Buy
94,650
+495
+0.5% +$4.05K 0.07% 269
2023
Q4 		$742K Buy
94,155
+5,478
+6% +$39.5K 0.06% 280
2023
Q3 		$691K Sell
88,677
-14,041
-14% -$109K 0.07% 284
2023
Q2 		$807K Buy
102,718
+1,326
+1% +$10.3K 0.07% 282
2023
Q1 		$729K Sell
101,392
-37,861
-27% -$313K 0.07% 322
2022
Q4 		$1.09M Sell
139,253
-5,518
-4% -$40.2K 0.1% 266
2022
Q3 		$926K Buy
144,771
+15,193
+12% +$117K 0.09% 305
2022
Q2 		$984K Buy
129,578
+25,606
+25% +$201K 0.1% 291
2022
Q1 		$821K Sell
103,972
-9,776
-9% -$99.7K 0.08% 378
2021
Q4 		$1.18M Buy
+113,748
New +$1.19M 0.11% 252

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's BCS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Barclays (BCS) stake by 80% in Q1 2025, selling an estimated $765K and leaving 12,748 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #559.

Schechter Investment Advisors first reported a position in BCS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.18M in Q4 2021. 406 funds tracked by Wall St. Rank hold BCS as of Q1 2025.

  • Schechter Investment Advisors held 12,748 shares of Barclays worth $196K as of Q1 2025.
  • Schechter Investment Advisors sold 51,105 Barclays shares in Q1 2025, an estimated $765K.
  • Barclays made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #559 holding.
  • Schechter Investment Advisors first reported a position in Barclays in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Barclays position peaked at $1.18M in Q4 2021.
  • 406 funds tracked by Wall St. Rank held Barclays as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.