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Wealthcare Advisory Partners’s Barclays BCS Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-1,519
Closed -$16K – 671
2021
Q1 		$16K Buy
+1,519
New +$13.3K ﹤0.01% 1278

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PPA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's BCS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Barclays (BCS) in Q2 2021, closing a stake of 1,519 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in BCS in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 265 funds tracked by Wall St. Rank hold BCS as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Barclays position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,519 Barclays shares in Q2 2021, an estimated $16K.
  • Wealthcare Advisory Partners first reported a position in Barclays in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Barclays position peaked at $16K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Barclays as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.