BWA
B

BDO Wealth Advisors’s Barnes Group Inc. B Stock Holding History

BDO Wealth Advisors’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
Q3 		– Sell
-26
Closed -$1K – 1142
2021
Q2 		$1K Hold
26
– – ﹤0.01% 1090
2021
Q1 		$1K Hold
26
– – ﹤0.01% 1127
2020
Q4 		$1K Hold
26
– – ﹤0.01% 903
2020
Q3 		$1K Buy
+26
New +$987 ﹤0.01% 845

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

BDO Wealth Advisors's B Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Barnes Group Inc. (B) in Q3 2021, closing a stake of 26 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in B in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 211 funds tracked by Wall St. Rank hold B as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Barnes Group Inc. position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 26 Barnes Group Inc. shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Barnes Group Inc. in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Barnes Group Inc. position peaked at $1K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.