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Sonora Investment Management’s Barclays BCS Stock Holding History

Sonora Investment 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
2021
Q3 		$34K Hold
3,310
– – ﹤0.01% 499
2021
Q2 		$32K Buy
+3,310
New +$33.8K ﹤0.01% 473

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management's BCS Position: Q3 2021 in Review

Sonora Investment Management held its Barclays (BCS) position steady in Q3 2021 at 3,310 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Sonora Investment Management first reported a position in BCS in Q2 2021 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold BCS as of Q3 2021.

  • Sonora Investment Management held 3,310 shares of Barclays worth $34K as of Q3 2021.
  • Sonora Investment Management left its Barclays share count unchanged in Q3 2021.
  • Barclays made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #499 holding.
  • Sonora Investment Management first reported a position in Barclays in Q2 2021 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Barclays as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.