NWWA
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New Wave Wealth Advisors’s Barrett Business Services BBSI Stock Holding History

New Wave Wealth Advisors’s Portfolio BBSI Stock Details BBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-112
Closed -$4.87K – 183
2024
Q4 		$4.87K Buy
+112
New +$4.53K ﹤0.01% 444

Other funds holding BBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

New Wave Wealth Advisors sold out of Barrett Business Services (BBSI) in Q1 2025, closing a stake of 112 shares — an estimated $4.87K sold.

New Wave Wealth Advisors first reported a position in BBSI in Q4 2024 and held it in 1 quarter. The position peaked at $4.87K in Q4 2024. 190 funds tracked by Wall St. Rank hold BBSI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Barrett Business Services position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 112 Barrett Business Services shares in Q1 2025, an estimated $4.87K.
  • New Wave Wealth Advisors first reported a position in Barrett Business Services in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Barrett Business Services position peaked at $4.87K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2025.

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