Sutton Wealth Advisors’s Barclays BCS Stock Holding History

Sutton Wealth 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
2023 Q3	$82.3K	Hold	10,561	–	–	0.04%	186
2023 Q2	$83K	Hold	10,561	–	–	0.04%	183
2023 Q1	$75.9K	Hold	10,561	–	–	0.04%	176
2022 Q4	$82.4K	Hold	10,561	–	–	0.03%	282
2022 Q3	$67.6K	Buy	10,561 +5,516	+109%	+$42.5K	0.03%	315
2022 Q2	$38.3K	Buy	5,045 +2,527	+100%	+$19.8K	0.02%	453
2022 Q1	$19.9K	Buy	+2,518	New	+$25.7K	0.01%	711

Other funds holding BCS

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

Sutton Wealth Advisors's BCS Position: Q3 2023 in Review

Sutton Wealth Advisors held its Barclays (BCS) position steady in Q3 2023 at 10,561 shares worth $82.3K. The position accounts for 0.04% of the portfolio, ranked #186.

Sutton Wealth Advisors first reported a position in BCS in Q1 2022 and has held it in 7 quarters since. The position peaked at $83K in Q2 2023. 283 funds tracked by Wall St. Rank hold BCS as of Q3 2023.

Sutton Wealth Advisors held 10,561 shares of Barclays worth $82.3K as of Q3 2023.
Sutton Wealth Advisors left its Barclays share count unchanged in Q3 2023.
Barclays made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #186 holding.
Sutton Wealth Advisors first reported a position in Barclays in Q1 2022 and has held it in 7 quarters since.
Sutton Wealth Advisors's Barclays position peaked at $83K in Q2 2023.
283 funds tracked by Wall St. Rank held Barclays as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.