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TD Ameritrade Investment Management’s Barclays BCS Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-289
Closed -$2K – 45
2023
Q2 		$2K Hold
289
– – ﹤0.01% 441
2023
Q1 		$2K Sell
289
-674
-70% -$5.57K ﹤0.01% 467
2022
Q4 		$8K Sell
963
-622
-39% -$4.54K ﹤0.01% 399
2022
Q3 		$10K Sell
1,585
-128
-7% -$986 ﹤0.01% 385
2022
Q2 		$13K Sell
1,713
-578
-25% -$4.54K ﹤0.01% 405
2022
Q1 		$18K Buy
2,291
+198
+9% +$2.02K ﹤0.01% 426
2021
Q4 		$22K Sell
2,093
-5,386
-72% -$56.5K ﹤0.01% 409
2021
Q3 		$37K Buy
7,479
+5,262
+237% +$52.4K ﹤0.01% 354
2021
Q2 		$21K Sell
2,217
-3,362
-60% -$34.3K ﹤0.01% 391
2021
Q1 		$45K Hold
5,579
– – ﹤0.01% 344
2020
Q4 		$45K Sell
5,579
-1,900
-25% -$12.7K ﹤0.01% 344
2020
Q3 		$37K Sell
7,479
-150
-2% -$829 ﹤0.01% 354
2020
Q2 		$43K Sell
7,629
-807
-10% -$4.21K ﹤0.01% 324
2020
Q1 		$38K Buy
8,436
+1,489
+21% +$11.5K ﹤0.01% 318
2019
Q4 		$66K Sell
6,947
-149
-2% -$1.29K ﹤0.01% 291
2019
Q3 		$52K Buy
7,096
+248
+4% +$1.79K ﹤0.01% 283
2019
Q2 		$51K Buy
6,848
+1,758
+35% +$13.9K ﹤0.01% 257
2019
Q1 		$40K Sell
5,090
-603
-11% -$4.84K ﹤0.01% 259
2018
Q4 		$41K Buy
5,693
+1,118
+24% +$9.01K ﹤0.01% 246
2018
Q3 		$39K Buy
+4,575
New +$42.5K ﹤0.01% 223

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Ameritrade Investment Management's BCS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Barclays (BCS) in Q3 2023, closing a stake of 289 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in BCS in Q3 2018 and held it in 20 quarters. The position peaked at $66K in Q4 2019. 282 funds tracked by Wall St. Rank hold BCS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Barclays position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 289 Barclays shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Barclays in Q3 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Barclays position peaked at $66K in Q4 2019.
  • 282 funds tracked by Wall St. Rank held Barclays as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.