CIA
B

CSat Investment Advisory’s Barnes Group Inc. B Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-147
Closed -$6K – 1180
2020
Q1 		$6K Buy
147
+29
+25% +$1.64K ﹤0.01% 1014
2019
Q4 		$7K Buy
118
+14
+13% +$809 ﹤0.01% 1053
2019
Q3 		$5K Buy
104
+14
+16% +$702 ﹤0.01% 1050
2019
Q2 		$5K Buy
+90
New +$4.9K ﹤0.01% 1058

Other funds holding B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CSat Investment Advisory's B Position: Q2 2020 in Review

CSat Investment Advisory sold out of Barnes Group Inc. (B) in Q2 2020, closing a stake of 147 shares — an estimated $6K sold.

CSat Investment Advisory first reported a position in B in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 193 funds tracked by Wall St. Rank hold B as of Q2 2020.

  • CSat Investment Advisory reported no remaining Barnes Group Inc. position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 147 Barnes Group Inc. shares in Q2 2020, an estimated $6K.
  • CSat Investment Advisory first reported a position in Barnes Group Inc. in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Barnes Group Inc. position peaked at $7K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.