WIA
BCS icon

Wetzel Investment Advisors’s Barclays BCS Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-6,000
Closed -$56.7K – 201
2024
Q2 		$56.7K Hold
6,000
– – 0.03% 228
2024
Q1 		$55.4K Hold
6,000
– – 0.03% 242
2023
Q4 		$47K Buy
+6,000
New +$43.2K 0.03% 252

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wetzel Investment Advisors's BCS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Barclays (BCS) in Q3 2024, closing a stake of 6,000 shares — an estimated $56.7K sold.

Wetzel Investment Advisors first reported a position in BCS in Q4 2023 and held it in 3 quarters. The position peaked at $56.7K in Q2 2024. 358 funds tracked by Wall St. Rank hold BCS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Barclays position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 6,000 Barclays shares in Q3 2024, an estimated $56.7K.
  • Wetzel Investment Advisors first reported a position in Barclays in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Barclays position peaked at $56.7K in Q2 2024.
  • 358 funds tracked by Wall St. Rank held Barclays as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.