CA
B

Crewe Advisors’s Barnes Group Inc. B Stock Holding History

Crewe 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
-100
Closed -$4.73K – 765
2024
Q4 		$4.73K Hold
100
– – ﹤0.01% 485
2024
Q3 		$4.04K Hold
100
– – ﹤0.01% 593
2024
Q2 		$4.14K Hold
100
– – ﹤0.01% 830
2024
Q1 		$3.71K Buy
+100
New +$3.44K ﹤0.01% 784

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

Crewe Advisors's B Position: Q1 2025 in Review

Crewe Advisors sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 100 shares — an estimated $4.73K sold.

Crewe Advisors first reported a position in B in Q1 2024 and held it in 4 quarters. The position peaked at $4.73K in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Crewe Advisors reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Crewe Advisors sold 100 Barnes Group Inc. shares in Q1 2025, an estimated $4.73K.
  • Crewe Advisors first reported a position in Barnes Group Inc. in Q1 2024 and held it in 4 quarters.
  • Crewe Advisors's Barnes Group Inc. position peaked at $4.73K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.