SWS
BCS icon

SYSTM Wealth Solutions’s Barclays BCS Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-17,672
Closed -$189K – 149
2024
Q2 		$189K Sell
17,672
-10,828
-38% -$113K 0.04% 191
2024
Q1 		$270K Sell
28,500
-11,057
-28% -$90.5K 0.03% 358
2023
Q4 		$312K Buy
39,557
+3,408
+9% +$24.5K 0.04% 325
2023
Q3 		$282K Buy
+36,149
New +$281K 0.04% 375
2023
Q2 		– Sell
-29,602
Closed -$213K – 493
2023
Q1 		$213K Sell
29,602
-13,544
-31% -$112K 0.03% 436
2022
Q4 		$337K Buy
+43,146
New +$315K 0.04% 408

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SYSTM Wealth Solutions's BCS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Barclays (BCS) in Q3 2024, closing a stake of 17,672 shares — an estimated $189K sold.

SYSTM Wealth Solutions first reported a position in BCS in Q4 2022 and held it in 6 quarters. The position peaked at $337K in Q4 2022. 357 funds tracked by Wall St. Rank hold BCS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Barclays position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 17,672 Barclays shares in Q3 2024, an estimated $189K.
  • SYSTM Wealth Solutions first reported a position in Barclays in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Barclays position peaked at $337K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held Barclays as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.