RIL
B

Rothschild Investment LLC’s Barnes Group Inc. B Stock Holding History

Rothschild Investment LLC’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
-40
Closed -$1.89K – 3118
2024
Q4 		$1.89K Sell
40
-5
-11% -$232 ﹤0.01% 1837
2024
Q3 		$1.82K Buy
45
+35
+350% +$1.38K ﹤0.01% 1780
2024
Q2 		$414 Buy
10
+5
+100% +$189 ﹤0.01% 2133
2024
Q1 		$186 Buy
+5
New +$172 ﹤0.01% 1779

Other funds holding B

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's B Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 40 shares — an estimated $1.89K sold.

Rothschild Investment LLC first reported a position in B in Q1 2024 and held it in 4 quarters. The position peaked at $1.89K in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 40 Barnes Group Inc. shares in Q1 2025, an estimated $1.89K.
  • Rothschild Investment LLC first reported a position in Barnes Group Inc. in Q1 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Barnes Group Inc. position peaked at $1.89K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.