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Simplicity Solutions’s Barclays BCS Stock Holding History

Simplicity Solutions’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
Q4 		$82.8K Buy
+10,502
New +$75.6K ﹤0.01% 1024
2023
Q2 		– Sell
-15,085
Closed -$108K – 1071
2023
Q1 		$108K Buy
15,085
+2,734
+22% +$22.6K ﹤0.01% 1057
2022
Q4 		$96.3K Sell
12,351
-101
-0.8% -$736 0.01% 640
2022
Q3 		$80K Buy
+12,452
New +$95.9K 0.01% 618
2021
Q1 		– Sell
-20,897
Closed -$167K – 526
2020
Q4 		$167K Sell
20,897
-9,533
-31% -$63.8K ﹤0.01% 916
2020
Q3 		$152K Sell
30,430
-2,494
-8% -$13.8K ﹤0.01% 837
2020
Q2 		$186K Sell
32,924
-3,996
-11% -$20.8K ﹤0.01% 847
2020
Q1 		$167K Buy
36,920
+8,902
+32% +$68.7K 0.01% 690
2019
Q4 		$267K Sell
28,018
-9,736
-26% -$84.1K 0.01% 708
2019
Q3 		$277K Buy
37,754
+6,249
+20% +$45.2K 0.01% 573
2019
Q2 		$235K Buy
+31,505
New +$249K 0.01% 582
2018
Q4 		– Sell
-31,218
Closed -$267K – 626
2018
Q3 		$267K Sell
31,218
-4,505
-13% -$41.8K 0.02% 425
2018
Q2 		$342K Buy
35,723
+8,123
+29% +$87.9K 0.02% 322
2018
Q1 		$312K Sell
27,600
-1,944
-7% -$21.2K 0.03% 275
2017
Q4 		$308K Buy
29,544
+4,774
+19% +$46.3K 0.03% 289
2017
Q3 		$245K Buy
24,770
+6,578
+36% +$65.2K 0.17% 175
2017
Q2 		$183K Buy
18,192
+7,644
+72% +$78K 0.02% 397
2017
Q1 		$113K Sell
10,548
-154
-1% -$1.66K 0.02% 391
2016
Q4 		$111K Buy
+10,702
New +$101K 0.03% 337

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's BCS Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Barclays (BCS) in Q4 2023: 10,502 shares worth $82.8K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BCS as recently as Q1 2023.

Simplicity Solutions first reported a position in BCS in Q4 2016 and has held it in 19 quarters since. The position peaked at $342K in Q2 2018. 301 funds tracked by Wall St. Rank hold BCS as of Q4 2023.

  • Simplicity Solutions held 10,502 shares of Barclays worth $82.8K as of Q4 2023.
  • Barclays was a new Simplicity Solutions position in Q4 2023.
  • Barclays made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1024 holding.
  • Simplicity Solutions first reported a position in Barclays in Q4 2016 and has held it in 19 quarters since.
  • Simplicity Solutions's Barclays position peaked at $342K in Q2 2018.
  • 301 funds tracked by Wall St. Rank held Barclays as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.