JWA
B

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

JFS 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
-33
Closed -$1.56K – 2012
2024
Q4 		$1.56K Hold
33
– – ﹤0.01% 1565
2024
Q3 		$1.33K Buy
33
+1
+3% +$39 ﹤0.01% 1628
2024
Q2 		$1.33K Hold
32
– – ﹤0.01% 1587
2024
Q1 		$1.19K Buy
32
+4
+14% +$138 ﹤0.01% 1615
2023
Q4 		$914 Sell
28
-13
-32% -$371 ﹤0.01% 1675
2023
Q3 		$1.39K Sell
41
-3
-7% -$116 ﹤0.01% 1497
2023
Q2 		$1.86K Hold
44
– – ﹤0.01% 1410
2023
Q1 		$1.77K Buy
44
+2
+5% +$84 ﹤0.01% 1412
2022
Q4 		$1.72K Buy
42
+5
+14% +$187 ﹤0.01% 1428
2022
Q3 		$1K Buy
37
+21
+131% +$674 ﹤0.01% 1695
2022
Q2 		$0 Sell
16
-17
-52% -$592 ﹤0.01% 1975
2022
Q1 		$1K Buy
33
+18
+120% +$807 ﹤0.01% 1772
2021
Q4 		$1K Buy
+15
New +$663 ﹤0.01% 1641

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

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

JFS Wealth Advisors sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 33 shares — an estimated $1.56K sold.

JFS Wealth Advisors first reported a position in B in Q4 2021 and held it in 13 quarters. The position peaked at $1.86K in Q2 2023. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 33 Barnes Group Inc. shares in Q1 2025, an estimated $1.56K.
  • JFS Wealth Advisors first reported a position in Barnes Group Inc. in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Barnes Group Inc. position peaked at $1.86K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.