WR Wealth Planners’s Barclays BCS Stock Holding History

WR Wealth Planners’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	-56	Closed	-$600	–	1147
2024 Q2	$600	Hold	56	–	–	﹤0.01%	1003
2024 Q1	$529	Buy	+56	New	+$459	﹤0.01%	1032
2023 Q4	–	Sell	-56	Closed	-$436	–	241
2023 Q3	$436	Hold	56	–	–	﹤0.01%	861
2023 Q2	$440	Hold	56	–	–	﹤0.01%	853
2023 Q1	$403	Buy	+56	New	+$463	﹤0.01%	866

Other funds holding BCS

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WR Wealth Planners's BCS Position: Q3 2024 in Review

WR Wealth Planners sold out of Barclays (BCS) in Q3 2024, closing a stake of 56 shares — an estimated $600 sold.

WR Wealth Planners first reported a position in BCS in Q1 2023 and held it in 5 quarters. The position peaked at $600 in Q2 2024. 358 funds tracked by Wall St. Rank hold BCS as of Q3 2024.

WR Wealth Planners reported no remaining Barclays position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 56 Barclays shares in Q3 2024, an estimated $600.
WR Wealth Planners first reported a position in Barclays in Q1 2023 and held it in 5 quarters.
WR Wealth Planners's Barclays position peaked at $600 in Q2 2024.
358 funds tracked by Wall St. Rank held Barclays as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.