Vanguard Capital Wealth Advisors
BCS icon

Vanguard Capital Wealth Advisors’s Barclays BCS Stock Holding History

Vanguard Capital 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
2021
Q3 		– Sell
-10,600
Closed -$102K – 156
2021
Q2 		$102K Buy
+10,600
New +$108K 0.08% 152

Other funds holding BCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Capital Wealth Advisors's BCS Position: Q3 2021 in Review

Vanguard Capital Wealth Advisors sold out of Barclays (BCS) in Q3 2021, closing a stake of 10,600 shares — an estimated $102K sold.

Vanguard Capital Wealth Advisors first reported a position in BCS in Q2 2021 and held it in 1 quarter. The position peaked at $102K in Q2 2021. 269 funds tracked by Wall St. Rank hold BCS as of Q3 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Barclays position as of Q3 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 10,600 Barclays shares in Q3 2021, an estimated $102K.
  • Vanguard Capital Wealth Advisors first reported a position in Barclays in Q2 2021 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Barclays position peaked at $102K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held Barclays as of Q3 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.