Symphony Financial’s Barclays BCS Stock Holding History

Symphony Financial’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	–	Sell	-3,416	Closed	-$232K	–	225
2024 Q3	$232K	Buy	+3,416	New	+$40K	0.04%	200

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

Symphony Financial's BCS Position: Q4 2024 in Review

Symphony Financial sold out of Barclays (BCS) in Q4 2024, closing a stake of 3,416 shares — an estimated $232K sold.

Symphony Financial first reported a position in BCS in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 395 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

Symphony Financial reported no remaining Barclays position as of Q4 2024 after selling out during the quarter.
Symphony Financial sold 3,416 Barclays shares in Q4 2024, an estimated $232K.
Symphony Financial first reported a position in Barclays in Q3 2024 and held it in 1 quarter.
Symphony Financial's Barclays position peaked at $232K in Q3 2024.
395 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.