Sugarloaf Wealth Management’s Barclays BCS Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$199	Hold	15	–	–	﹤0.01%	673
2024 Q3	$182	Hold	15	–	–	﹤0.01%	660
2024 Q2	$161	Sell	15 -6	-29%	-$62	﹤0.01%	646
2024 Q1	$199	Hold	21	–	–	﹤0.01%	655
2023 Q4	$166	Hold	21	–	–	﹤0.01%	666
2023 Q3	$164	Hold	21	–	–	﹤0.01%	663
2023 Q2	$165	Buy	21 +1	+5%	+$8	﹤0.01%	673
2023 Q1	$149	Sell	20 -7	-26%	-$58	﹤0.01%	682
2022 Q4	$207	Hold	27	–	–	﹤0.01%	758
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	741
2022 Q2	$0	Buy	27 +1	+4%	+$8	﹤0.01%	780
2022 Q1	$0	Sell	26 -1	-4%	-$10	﹤0.01%	713
2021 Q4	$0	Hold	27	–	–	﹤0.01%	745
2021 Q3	$0	Buy	27 +1	+4%	+$10	﹤0.01%	764
2021 Q2	$0	Hold	26	–	–	﹤0.01%	756
2021 Q1	$0	Hold	26	–	–	﹤0.01%	747
2020 Q4	$0	Hold	26	–	–	﹤0.01%	721
2020 Q3	$0	Hold	26	–	–	﹤0.01%	672
2020 Q2	$0	Hold	26	–	–	﹤0.01%	676
2020 Q1	$0	Sell	26 -2,000	-99%	-$15.4K	﹤0.01%	687
2019 Q4	$19K	Buy	+2,026	New	+$17.5K	0.01%	372

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sugarloaf Wealth Management's BCS Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Barclays (BCS) position steady in Q4 2024 at 15 shares worth $199. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Sugarloaf Wealth Management first reported a position in BCS in Q4 2019 and has held it in 21 quarters since. The position peaked at $19K in Q4 2019. 395 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

Sugarloaf Wealth Management held 15 shares of Barclays worth $199 as of Q4 2024.
Sugarloaf Wealth Management left its Barclays share count unchanged in Q4 2024.
Barclays made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #673 holding.
Sugarloaf Wealth Management first reported a position in Barclays in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Barclays position peaked at $19K in Q4 2019.
395 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.