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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return