RWM
B

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

Raffa 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
2019
Q3 		– Sell
-44
Closed -$2.48K – 754
2019
Q2 		$2.48K Buy
+44
New +$2.4K ﹤0.01% 654

Other funds holding B

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's B Position: Q3 2019 in Review

Raffa Wealth Management sold out of Barnes Group Inc. (B) in Q3 2019, closing a stake of 44 shares — an estimated $2.48K sold.

Raffa Wealth Management first reported a position in B in Q2 2019 and held it in 1 quarter. The position peaked at $2.48K in Q2 2019. 208 funds tracked by Wall St. Rank hold B as of Q3 2019.

  • Raffa Wealth Management reported no remaining Barnes Group Inc. position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 44 Barnes Group Inc. shares in Q3 2019, an estimated $2.48K.
  • Raffa Wealth Management first reported a position in Barnes Group Inc. in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's Barnes Group Inc. position peaked at $2.48K in Q2 2019.
  • 208 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.