BWM
B

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

Baystate 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
2021
Q4 		– Sell
-228
Closed -$10K – 995
2021
Q3 		$10K Hold
228
– – ﹤0.01% 530
2021
Q2 		$12K Buy
+228
New +$11.8K ﹤0.01% 490

Other funds holding B

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Baystate Wealth Management's B Position: Q4 2021 in Review

Baystate Wealth Management sold out of Barnes Group Inc. (B) in Q4 2021, closing a stake of 228 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in B in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 220 funds tracked by Wall St. Rank hold B as of Q4 2021.

  • Baystate Wealth Management reported no remaining Barnes Group Inc. position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 228 Barnes Group Inc. shares in Q4 2021, an estimated $10K.
  • Baystate Wealth Management first reported a position in Barnes Group Inc. in Q2 2021 and held it in 2 quarters.
  • Baystate Wealth Management's Barnes Group Inc. position peaked at $12K in Q2 2021.
  • 220 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.