CIA
B

Choate Investment Advisors’s Barnes Group Inc. B Stock Holding History

Choate Investment 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
2025
Q1 		– Sell
-103,053
Closed -$4.87M – 422
2024
Q4 		$4.87M Sell
103,053
-103,197
-50% -$4.79M 0.12% 86
2024
Q3 		$8.33M Hold
206,250
– – 0.21% 63
2024
Q2 		$8.54M Hold
206,250
– – 0.22% 62
2024
Q1 		$7.66M Hold
206,250
– – 0.21% 67
2023
Q4 		$6.73M Sell
206,250
-48,557
-19% -$1.39M 0.21% 58
2023
Q3 		$8.66M Hold
254,807
– – 0.34% 34
2023
Q2 		$10.8M Sell
254,807
-2,380
-0.9% -$96.9K 0.45% 22
2023
Q1 		$10.4M Hold
257,187
– – 0.5% 21
2022
Q4 		$10.5M Buy
+257,187
New +$9.61M 0.63% 17

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

Choate Investment Advisors's B Position: Q1 2025 in Review

Choate Investment Advisors sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 103,053 shares — an estimated $4.87M sold.

Choate Investment Advisors first reported a position in B in Q4 2022 and held it in 9 quarters. The position peaked at $10.8M in Q2 2023. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Choate Investment Advisors reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 103,053 Barnes Group Inc. shares in Q1 2025, an estimated $4.87M.
  • Choate Investment Advisors first reported a position in Barnes Group Inc. in Q4 2022 and held it in 9 quarters.
  • Choate Investment Advisors's Barnes Group Inc. position peaked at $10.8M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.