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Barclays shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Barclays (BCS) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Barclays

Tip: Access up to 7 years of quarterly data

All positions including Barclays held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barclays by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4k 200 12.15
2024-06-30 $2.1k 200 10.71

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Barclays

Lighthouse Investment Partners
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Dimensional Fund Advisors
Goldman Sachs Group
Royal Bank of Canada
Causeway Capital Management
American Century Companies
Northern Trust
Ohio Pers
Raymond James & Associates
Natixis Asset Management Advisors
Todd-Veredus Asset Management
Sei Investments

View all funds holding Barclays