Creative Planning
B

Creative Planning’s Barnes Group Inc. B Stock Holding History

Creative Planning’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
-22,982
Closed -$1.09M – 3791
2024
Q4 		$1.09M Sell
22,982
-22
-0.1% -$1.02K ﹤0.01% 1592
2024
Q3 		$930K Sell
23,004
-2,419
-10% -$95.3K ﹤0.01% 1570
2024
Q2 		$1.05M Buy
25,423
+3,089
+14% +$117K ﹤0.01% 1367
2024
Q1 		$830K Buy
22,334
+5,178
+30% +$178K ﹤0.01% 1469
2023
Q4 		$560K Buy
17,156
+17,008
+11,492% +$486K ﹤0.01% 1642
2023
Q3 		$5.03K Sell
148
-9,635
-98% -$373K ﹤0.01% 2717
2023
Q2 		$413K Buy
9,783
+1,709
+21% +$69.5K ﹤0.01% 1679
2023
Q1 		$325K Buy
8,074
+3,125
+63% +$132K ﹤0.01% 1755
2022
Q4 		$202K Buy
+4,949
New +$185K ﹤0.01% 2013
2022
Q1 		– Sell
-5,256
Closed -$245K – 2459
2021
Q4 		$245K Buy
+5,256
New +$232K ﹤0.01% 1759
2021
Q2 		– Sell
-4,401
Closed -$218K – 2644
2021
Q1 		$218K Hold
4,401
– – ﹤0.01% 2036
2020
Q4 		$223K Buy
+4,401
New +$195K ﹤0.01% 1815
2020
Q3 		– Sell
-5,289
Closed -$209K – 2298
2020
Q2 		$209K Hold
5,289
– – ﹤0.01% 1501
2020
Q1 		$221K Sell
5,289
-134
-2% -$7.56K ﹤0.01% 1350
2019
Q4 		$336K Sell
5,423
-123
-2% -$7.11K ﹤0.01% 1337
2019
Q3 		$286K Sell
5,546
-1,045
-16% -$52.4K ﹤0.01% 1393
2019
Q2 		$371K Sell
6,591
-1,456
-18% -$79.3K ﹤0.01% 1237
2019
Q1 		$414K Buy
8,047
+366
+5% +$20.8K ﹤0.01% 1143
2018
Q4 		$412K Sell
7,681
-4,092
-35% -$240K ﹤0.01% 1062
2018
Q3 		$836K Hold
11,773
– – ﹤0.01% 839
2018
Q2 		$693K Buy
11,773
+382
+3% +$22.7K ﹤0.01% 918
2018
Q1 		$682K Buy
11,391
+617
+6% +$38.9K ﹤0.01% 927
2017
Q4 		$682K Hold
10,774
– – ﹤0.01% 904
2017
Q3 		$759K Hold
10,774
– – ﹤0.01% 838
2017
Q2 		$631K Sell
10,774
-354
-3% -$19.6K ﹤0.01% 900
2017
Q1 		$571K Buy
11,128
+809
+8% +$39.6K ﹤0.01% 920
2016
Q4 		$489K Buy
10,319
+129
+1% +$5.62K ﹤0.01% 932
2016
Q3 		$413K Hold
10,190
– – ﹤0.01% 997
2016
Q2 		$337K Hold
10,190
– – ﹤0.01% 971
2016
Q1 		$357K Sell
10,190
-210
-2% -$6.96K ﹤0.01% 895
2015
Q4 		$368K Hold
10,400
– – ﹤0.01% 897
2015
Q3 		$375K Buy
10,400
+300
+3% +$11.5K ﹤0.01% 864
2015
Q2 		$394K Buy
10,100
+6
+0.1% +$242 ﹤0.01% 729
2015
Q1 		$409K Hold
10,094
– – ﹤0.01% 826
2014
Q4 		$374K Hold
10,094
– – ﹤0.01% 824
2014
Q3 		$306K Buy
10,094
+94
+0.9% +$3.3K ﹤0.01% 854
2014
Q2 		$385K Hold
10,000
– – 0.01% 738
2014
Q1 		$385K Hold
10,000
– – 0.01% 730
2013
Q4 		$383K Hold
10,000
– – 0.01% 598
2013
Q3 		$349K Hold
10,000
– – 0.01% 541
2013
Q2 		$300K Buy
+10,000
New +$289K 0.01% 542

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

Creative Planning's B Position: Q1 2025 in Review

Creative Planning sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 22,982 shares — an estimated $1.09M sold.

Creative Planning first reported a position in B in Q2 2013 and held it in 41 quarters. The position peaked at $1.09M in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Creative Planning reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 22,982 Barnes Group Inc. shares in Q1 2025, an estimated $1.09M.
  • Creative Planning first reported a position in Barnes Group Inc. in Q2 2013 and held it in 41 quarters.
  • Creative Planning's Barnes Group Inc. position peaked at $1.09M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.