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Barber Financial Group’s Local Bounti LOCL Stock Holding History

Barber Financial Group’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$8.09K Hold
781
– – ﹤0.01% 146
2022
Q4 		$14.1K Buy
+781
New +$24.4K ﹤0.01% 137

Other funds holding LOCL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Barber Financial Group's LOCL Position: Q1 2023 in Review

Barber Financial Group held its Local Bounti (LOCL) position steady in Q1 2023 at 781 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Barber Financial Group first reported a position in LOCL in Q4 2022 and has held it in 2 quarters since. The position peaked at $14.1K in Q4 2022. 56 funds tracked by Wall St. Rank hold LOCL as of Q1 2023.

  • Barber Financial Group held 781 shares of Local Bounti worth $8.09K as of Q1 2023.
  • Barber Financial Group left its Local Bounti share count unchanged in Q1 2023.
  • Local Bounti made up ﹤0.01% of Barber Financial Group's portfolio in Q1 2023, its #146 holding.
  • Barber Financial Group first reported a position in Local Bounti in Q4 2022 and has held it in 2 quarters since.
  • Barber Financial Group's Local Bounti position peaked at $14.1K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Local Bounti as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.