SWA
B

Sutton Wealth Advisors’s Barnes Group Inc. B Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-572
Closed -$23.4K – 1613
2022
Q4 		$23.4K Hold
572
– – 0.01% 638
2022
Q3 		$16.5K Sell
572
-582
-50% -$18.7K 0.01% 723
2022
Q2 		$35.9K Buy
1,154
+159
+16% +$5.54K 0.01% 472
2022
Q1 		$40K Sell
995
-6
-0.6% -$269 0.01% 480
2021
Q4 		$46.6K Buy
1,001
+9
+0.9% +$398 0.02% 434
2021
Q3 		$41.4K Hold
992
– – 0.02% 453
2021
Q2 		$50.8K Hold
992
– – 0.02% 404
2021
Q1 		$49.1K Hold
992
– – 0.02% 397
2020
Q4 		$50.3K Hold
992
– – 0.02% 346
2020
Q3 		$35.5K Hold
992
– – 0.02% 383
2020
Q2 		$39.2K Hold
992
– – 0.02% 356
2020
Q1 		$41.5K Buy
992
+443
+81% +$25K 0.03% 302
2019
Q4 		$34K Hold
549
– – 0.02% 423
2019
Q3 		$28.3K Hold
549
– – 0.02% 469
2019
Q2 		$30.9K Hold
549
– – 0.02% 445
2019
Q1 		$28.2K Hold
549
– – 0.02% 465
2018
Q4 		$29.4K Hold
549
– – 0.02% 404
2018
Q3 		$39K Hold
549
– – 0.03% 344
2018
Q2 		$32.3K Hold
549
– – 0.02% 405
2018
Q1 		$32.9K Hold
549
– – 0.02% 388
2017
Q4 		$34.7K Hold
549
– – 0.03% 373
2017
Q3 		$38.7K Hold
549
– – 0.03% 336
2017
Q2 		$32.1K Hold
549
– – 0.03% 370
2017
Q1 		$28.2K Hold
549
– – 0.02% 386
2016
Q4 		$26K Hold
549
– – 0.02% 412
2016
Q3 		$22.3K Hold
549
– – 0.02% 436
2016
Q2 		$18.2K Sell
549
-115
-17% -$3.91K 0.02% 471
2016
Q1 		$23.3K Buy
+664
New +$22K 0.02% 397

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's B Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Barnes Group Inc. (B) in Q1 2023, closing a stake of 572 shares — an estimated $23.4K sold.

Sutton Wealth Advisors first reported a position in B in Q1 2016 and held it in 28 quarters. The position peaked at $50.8K in Q2 2021. 205 funds tracked by Wall St. Rank hold B as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Barnes Group Inc. position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 572 Barnes Group Inc. shares in Q1 2023, an estimated $23.4K.
  • Sutton Wealth Advisors first reported a position in Barnes Group Inc. in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Barnes Group Inc. position peaked at $50.8K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.