FGAM
B

Financial Gravity Asset Management’s Barnes Group Inc. B Stock Holding History

Financial Gravity Asset Management’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
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 685
2019
Q4 		$62K Sell
5
-2
-29% -$116 0.04% 532
2019
Q3 		$0 Buy
7
+1
+17% +$50 ﹤0.01% 1602
2019
Q2 		$0 Buy
+6
New +$327 ﹤0.01% 1724

Other funds holding B

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Gravity Asset Management's B Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Barnes Group Inc. (B) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in B as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in B in Q2 2019 and has held it in 4 quarters since. The position peaked at $62K in Q4 2019. 196 funds tracked by Wall St. Rank hold B as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of Barnes Group Inc. worth $0 as of Q4 2020.
  • Barnes Group Inc. was a new Financial Gravity Asset Management position in Q4 2020.
  • Barnes Group Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #685 holding.
  • Financial Gravity Asset Management first reported a position in Barnes Group Inc. in Q2 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Barnes Group Inc. position peaked at $62K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.