Wealth Effects’s Barclays BCS Stock Holding History

Wealth Effects’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	-10,000	Closed	-$133K	–	202
2024 Q4	$133K	Hold	10,000	–	–	0.05%	203
2024 Q3	$122K	Hold	10,000	–	–	0.04%	210
2024 Q2	$107K	Hold	10,000	–	–	0.04%	198
2024 Q1	$94.5K	Hold	10,000	–	–	0.03%	210
2023 Q4	$78.8K	Hold	10,000	–	–	0.03%	218
2023 Q3	$77.9K	Hold	10,000	–	–	0.04%	188
2023 Q2	$78.6K	Hold	10,000	–	–	0.03%	193
2023 Q1	$71.9K	Hold	10,000	–	–	0.04%	190
2022 Q4	$78K	Sell	10,000 -25,000	-71%	-$182K	0.04%	185
2022 Q3	$224K	Hold	35,000	–	–	0.14%	148
2022 Q2	$266K	Hold	35,000	–	–	0.16%	133
2022 Q1	$277K	Buy	35,000 +5,000	+17%	+$51K	0.13%	146
2021 Q4	$311K	Buy	+30,000	New	+$315K	0.13%	143

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Effects's BCS Position: Q1 2025 in Review

Wealth Effects sold out of Barclays (BCS) in Q1 2025, closing a stake of 10,000 shares — an estimated $133K sold.

Wealth Effects first reported a position in BCS in Q4 2021 and held it in 13 quarters. The position peaked at $311K in Q4 2021. 407 funds tracked by Wall St. Rank hold BCS as of Q1 2025.

Wealth Effects reported no remaining Barclays position as of Q1 2025 after selling out during the quarter.
Wealth Effects sold 10,000 Barclays shares in Q1 2025, an estimated $133K.
Wealth Effects first reported a position in Barclays in Q4 2021 and held it in 13 quarters.
Wealth Effects's Barclays position peaked at $311K in Q4 2021.
407 funds tracked by Wall St. Rank held Barclays as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.