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Simplicity Wealth’s Barrett Business Services BBSI Stock Holding History

Simplicity Wealth’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
2024
Q2 		– Sell
-15,528
Closed -$492K – 1245
2024
Q1 		$492K Buy
+15,528
New +$451K 0.01% 737

Other funds holding BBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Wealth's BBSI Position: Q2 2024 in Review

Simplicity Wealth sold out of Barrett Business Services (BBSI) in Q2 2024, closing a stake of 15,528 shares — an estimated $492K sold.

Simplicity Wealth first reported a position in BBSI in Q1 2024 and held it in 1 quarter. The position peaked at $492K in Q1 2024. 168 funds tracked by Wall St. Rank hold BBSI as of Q2 2024.

  • Simplicity Wealth reported no remaining Barrett Business Services position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,528 Barrett Business Services shares in Q2 2024, an estimated $492K.
  • Simplicity Wealth first reported a position in Barrett Business Services in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Barrett Business Services position peaked at $492K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.