NWWA
B

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

New Wave 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
-44
Closed -$2.08K – 717
2024
Q4 		$2.08K Buy
+44
New +$2.04K ﹤0.01% 547

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

New Wave Wealth Advisors's B Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 44 shares — an estimated $2.08K sold.

New Wave Wealth Advisors first reported a position in B in Q4 2024 and held it in 1 quarter. The position peaked at $2.08K in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 44 Barnes Group Inc. shares in Q1 2025, an estimated $2.08K.
  • New Wave Wealth Advisors first reported a position in Barnes Group Inc. in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Barnes Group Inc. position peaked at $2.08K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.