MWM
B

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

Modera 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
2025
Q1 		– Sell
-4,664
Closed -$220K – 641
2024
Q4 		$220K Buy
+4,664
New +$217K ﹤0.01% 576

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

Modera Wealth Management's B Position: Q1 2025 in Review

Modera Wealth Management sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 4,664 shares — an estimated $220K sold.

Modera Wealth Management first reported a position in B in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Modera Wealth Management reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Modera Wealth Management sold 4,664 Barnes Group Inc. shares in Q1 2025, an estimated $220K.
  • Modera Wealth Management first reported a position in Barnes Group Inc. in Q4 2024 and held it in 1 quarter.
  • Modera Wealth Management's Barnes Group Inc. position peaked at $220K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Modera Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.