Tyler-Stone Wealth Management’s Barclays BCS Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-93	Closed	-$996	–	362
2024 Q2	$996	Hold	93	–	–	﹤0.01%	910
2024 Q1	$879	Hold	93	–	–	﹤0.01%	904
2023 Q4	$733	Hold	93	–	–	﹤0.01%	884
2023 Q3	$1K	Hold	93	–	–	﹤0.01%	834
2023 Q2	$1K	Buy	+93	New	+$720	﹤0.01%	826
2022 Q4	$2K	Hold	193	–	–	﹤0.01%	736
2022 Q3	$1K	Hold	193	–	–	﹤0.01%	780
2022 Q2	$1K	Buy	193 +100	+108%	+$785	﹤0.01%	792
2022 Q1	$1K	Hold	93	–	–	﹤0.01%	770
2021 Q4	$1K	Buy	+93	New	+$975	﹤0.01%	837

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Tyler-Stone Wealth Management's BCS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Barclays (BCS) in Q3 2024, closing a stake of 93 shares — an estimated $996 sold.

Tyler-Stone Wealth Management first reported a position in BCS in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q4 2022. 358 funds tracked by Wall St. Rank hold BCS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Barclays position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 93 Barclays shares in Q3 2024, an estimated $996.
Tyler-Stone Wealth Management first reported a position in Barclays in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Barclays position peaked at $2K in Q4 2022.
358 funds tracked by Wall St. Rank held Barclays as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.