AWM
B

Abound Wealth Management’s Barnes Group Inc. B Stock Holding History

Abound Wealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$237 – 1338
2024
Q4 		$237 Hold
5
– – ﹤0.01% 988
2024
Q3 		$203 Sell
5
-3
-38% -$118 ﹤0.01% 1156
2024
Q2 		$332 Hold
8
– – ﹤0.01% 947
2024
Q1 		$298 Hold
8
– – ﹤0.01% 1137
2023
Q4 		$262 Hold
8
– – ﹤0.01% 1219
2023
Q3 		$272 Hold
8
– – ﹤0.01% 1045
2023
Q2 		$338 Buy
+8
New +$326 ﹤0.01% 1002

Other funds holding B

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's B Position: Q1 2025 in Review

Abound Wealth Management sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 5 shares — an estimated $237 sold.

Abound Wealth Management first reported a position in B in Q2 2023 and held it in 7 quarters. The position peaked at $338 in Q2 2023. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Abound Wealth Management reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 5 Barnes Group Inc. shares in Q1 2025, an estimated $237.
  • Abound Wealth Management first reported a position in Barnes Group Inc. in Q2 2023 and held it in 7 quarters.
  • Abound Wealth Management's Barnes Group Inc. position peaked at $338 in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.