MLFP
B

MPS Loria Financial Planners’s Barnes Group Inc. B Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-900
Closed -$44K – 584
2021
Q1 		$44K Hold
900
– – 0.02% 177
2020
Q4 		$44K Hold
900
– – 0.02% 169
2020
Q3 		$32K Buy
900
+200
+29% +$7.59K 0.02% 172
2020
Q2 		$28K Buy
+700
New +$26.9K 0.02% 178
2017
Q3 		– Sell
-700
Closed -$42K – 356
2017
Q2 		$42K Buy
+700
New +$38.7K 0.03% 165

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's B Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Barnes Group Inc. (B) in Q2 2021, closing a stake of 900 shares — an estimated $44K sold.

MPS Loria Financial Planners first reported a position in B in Q2 2017 and held it in 5 quarters. The position peaked at $44K in Q1 2021. 200 funds tracked by Wall St. Rank hold B as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Barnes Group Inc. position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 900 Barnes Group Inc. shares in Q2 2021, an estimated $44K.
  • MPS Loria Financial Planners first reported a position in Barnes Group Inc. in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Barnes Group Inc. position peaked at $44K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.