AF
B

Allworth Financial’s Barnes Group Inc. B Stock Holding History

Allworth Financial’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
-30
Closed -$1.42K – 4223
2024
Q4 		$1.42K Hold
30
– – ﹤0.01% 3281
2024
Q3 		$1.21K Hold
30
– – ﹤0.01% 3158
2024
Q2 		$1.26K Hold
30
– – ﹤0.01% 3089
2024
Q1 		$1.11K Sell
30
-34
-53% -$1.17K ﹤0.01% 3043
2023
Q4 		$2.09K Buy
+64
New +$1.83K ﹤0.01% 2667
2022
Q4 		– Sell
-5
Closed – – 3237
2022
Q3 		$0 Buy
+5
New +$160 ﹤0.01% 3180
2022
Q1 		– Sell
-8
Closed – – 2431
2021
Q4 		$0 Buy
+8
New +$354 ﹤0.01% 2156

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

Allworth Financial's B Position: Q1 2025 in Review

Allworth Financial sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 30 shares — an estimated $1.42K sold.

Allworth Financial first reported a position in B in Q4 2021 and held it in 7 quarters. The position peaked at $2.09K in Q4 2023. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Allworth Financial reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 30 Barnes Group Inc. shares in Q1 2025, an estimated $1.42K.
  • Allworth Financial first reported a position in Barnes Group Inc. in Q4 2021 and held it in 7 quarters.
  • Allworth Financial's Barnes Group Inc. position peaked at $2.09K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.