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Sterling Financial Planning’s Barclays BCS Stock Holding History

Sterling Financial Planning’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
-2,397
Closed -$25K – 134
2021
Q3 		$25K Sell
2,397
-1,803
-43% -$17.9K 0.02% 246
2021
Q2 		$41K Hold
4,200
– – 0.03% 184
2021
Q1 		$43K Hold
4,200
– – 0.03% 162
2020
Q4 		$34K Buy
+4,200
New +$28.1K 0.03% 172

Other funds holding BCS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterling Financial Planning's BCS Position: Q4 2021 in Review

Sterling Financial Planning sold out of Barclays (BCS) in Q4 2021, closing a stake of 2,397 shares — an estimated $25K sold.

Sterling Financial Planning first reported a position in BCS in Q4 2020 and held it in 4 quarters. The position peaked at $43K in Q1 2021. 287 funds tracked by Wall St. Rank hold BCS as of Q4 2021.

  • Sterling Financial Planning reported no remaining Barclays position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,397 Barclays shares in Q4 2021, an estimated $25K.
  • Sterling Financial Planning first reported a position in Barclays in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Barclays position peaked at $43K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Barclays as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.