EWA
B

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

EverSource 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
2025
Q1 		– Sell
-217
Closed -$10.3K – 4211
2024
Q4 		$10.3K Buy
217
+16
+8% +$743 ﹤0.01% 1976
2024
Q3 		$8.12K Buy
201
+1
+0.5% +$39 ﹤0.01% 1979
2024
Q2 		$8.07K Buy
200
+29
+17% +$1.09K ﹤0.01% 1976
2024
Q1 		$5.94K Buy
171
+12
+8% +$413 ﹤0.01% 1963
2023
Q4 		$5.19K Sell
159
-205
-56% -$5.86K ﹤0.01% 1842
2023
Q3 		$12.4K Sell
364
-148
-29% -$5.72K ﹤0.01% 1336
2023
Q2 		$21.6K Hold
512
– – ﹤0.01% 1127
2023
Q1 		$20.6K Sell
512
-82
-14% -$3.45K ﹤0.01% 1072
2022
Q4 		$24.3K Hold
594
– – ﹤0.01% 1004
2022
Q3 		$17K Sell
594
-88
-13% -$2.82K ﹤0.01% 972
2022
Q2 		$21K Buy
682
+475
+229% +$16.5K 0.01% 820
2022
Q1 		$8K Hold
207
– – ﹤0.01% 1112
2021
Q4 		$9K Buy
+207
New +$9.15K ﹤0.01% 1026

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

EverSource Wealth Advisors's B Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 217 shares — an estimated $10.3K sold.

EverSource Wealth Advisors first reported a position in B in Q4 2021 and held it in 13 quarters. The position peaked at $24.3K in Q4 2022. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 217 Barnes Group Inc. shares in Q1 2025, an estimated $10.3K.
  • EverSource Wealth Advisors first reported a position in Barnes Group Inc. in Q4 2021 and held it in 13 quarters.
  • EverSource Wealth Advisors's Barnes Group Inc. position peaked at $24.3K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.