LWM
B

Liberty Wealth Management’s Barnes Group Inc. B Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-312
Closed -$14K – 1153
2021
Q3 		$14K Buy
312
+156
+100% +$7.43K 0.01% 749
2021
Q2 		$8K Buy
156
+4
+3% +$207 ﹤0.01% 717
2021
Q1 		$7K Hold
152
– – ﹤0.01% 667
2020
Q4 		$7K Hold
152
– – ﹤0.01% 660
2020
Q3 		$5K Buy
152
+1
+0.7% +$38 ﹤0.01% 642
2020
Q2 		$6K Sell
151
-1
-0.7% -$38 ﹤0.01% 586
2020
Q1 		$6K Sell
152
-11
-7% -$621 0.01% 558
2019
Q4 		$10K Buy
163
+1
+0.6% +$58 0.01% 548
2019
Q3 		$8K Sell
162
-5
-3% -$251 0.01% 565
2019
Q2 		$9K Hold
167
– – 0.01% 554
2019
Q1 		$8K Buy
167
+1
+0.6% +$57 0.01% 482
2018
Q4 		$8K Buy
+166
New +$9.75K 0.01% 474

Other funds holding B

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Liberty Wealth Management's B Position: Q4 2021 in Review

Liberty Wealth Management sold out of Barnes Group Inc. (B) in Q4 2021, closing a stake of 312 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in B in Q4 2018 and held it in 12 quarters. The position peaked at $14K in Q3 2021. 220 funds tracked by Wall St. Rank hold B as of Q4 2021.

  • Liberty Wealth Management reported no remaining Barnes Group Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 312 Barnes Group Inc. shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Barnes Group Inc. in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Barnes Group Inc. position peaked at $14K in Q3 2021.
  • 220 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.