PWPS
B

Pinnacle Wealth Planning Services’s Barnes Group Inc. B Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-781
Closed -$40K – 2047
2020
Q4 		$40K Buy
+781
New +$34.5K 0.01% 899

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Pinnacle Wealth Planning Services's B Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Barnes Group Inc. (B) in Q1 2021, closing a stake of 781 shares — an estimated $40K sold.

Pinnacle Wealth Planning Services first reported a position in B in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 204 funds tracked by Wall St. Rank hold B as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Barnes Group Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 781 Barnes Group Inc. shares in Q1 2021, an estimated $40K.
  • Pinnacle Wealth Planning Services first reported a position in Barnes Group Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Barnes Group Inc. position peaked at $40K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.