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Wealth Alliance’s Barclays BCS Stock Holding History

Wealth Alliance’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
2025
Q1 		– Sell
-11,241
Closed -$149K – 518
2024
Q4 		$149K Buy
+11,241
New +$146K 0.02% 483
2023
Q3 		– Sell
-13,515
Closed -$106K – 494
2023
Q2 		$106K Buy
13,515
+154
+1% +$1.19K 0.02% 496
2023
Q1 		$96.1K Sell
13,361
-3,436
-20% -$28.4K 0.02% 489
2022
Q4 		$131K Buy
16,797
+112
+0.7% +$817 0.02% 471
2022
Q3 		$107K Buy
16,685
+3,900
+31% +$30.1K 0.02% 438
2022
Q2 		$97K Buy
+12,785
New +$100K 0.02% 429
2022
Q1 		– Sell
-10,257
Closed -$106K – 444
2021
Q4 		$106K Buy
+10,257
New +$108K 0.02% 437

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Alliance's BCS Position: Q1 2025 in Review

Wealth Alliance sold out of Barclays (BCS) in Q1 2025, closing a stake of 11,241 shares — an estimated $149K sold.

Wealth Alliance first reported a position in BCS in Q4 2021 and held it in 7 quarters. The position peaked at $149K in Q4 2024. 407 funds tracked by Wall St. Rank hold BCS as of Q1 2025.

  • Wealth Alliance reported no remaining Barclays position as of Q1 2025 after selling out during the quarter.
  • Wealth Alliance sold 11,241 Barclays shares in Q1 2025, an estimated $149K.
  • Wealth Alliance first reported a position in Barclays in Q4 2021 and held it in 7 quarters.
  • Wealth Alliance's Barclays position peaked at $149K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Barclays as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.