Wealth Enhancement Advisory Services
BCS icon

Wealth Enhancement Advisory Services’s Barclays BCS Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$2.53M Sell
115,861
-25,084
-18% -$612K 0.01% 1262
2025
Q4 		$3.7M Sell
140,945
-5,417
-4% -$120K 0.01% 1174
2025
Q3 		$2.99M Sell
146,362
-13,410
-8% -$265K ﹤0.01% 1214
2025
Q2 		$2.92M Buy
159,772
+3,644
+2% +$60.3K ﹤0.01% 1167
2025
Q1 		$2.4M Sell
156,128
-3,263
-2% -$48.8K ﹤0.01% 1154
2024
Q4 		$2.12M Sell
159,391
-721
-0.5% -$9.34K ﹤0.01% 1158
2024
Q3 		$1.95M Sell
160,112
-3,077
-2% -$36K ﹤0.01% 1068
2024
Q2 		$1.75M Sell
163,189
-360
-0.2% -$3.74K ﹤0.01% 1044
2024
Q1 		$1.55M Buy
163,549
+8,459
+5% +$69.3K ﹤0.01% 1063
2023
Q4 		$1.22M Buy
155,090
+25,529
+20% +$184K ﹤0.01% 1088
2023
Q3 		$1.01M Buy
+129,561
New +$1.01M ﹤0.01% 1092

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return