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TRUE Private Wealth Advisors’s Barrett Business Services BBSI Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-3,524
Closed -$60K – 275
2020
Q4 		$60K Sell
3,524
-800
-19% -$13K 0.01% 329
2020
Q3 		$56K Hold
4,324
– – 0.01% 322
2020
Q2 		$57K Buy
4,324
+4,000
+1,235% +$46.2K 0.01% 307
2020
Q1 		$3K Hold
324
– – ﹤0.01% 567
2019
Q4 		$7K Buy
+324
New +$7.18K ﹤0.01% 634
2019
Q3 		– Sell
-4,324
Closed -$89K – 260
2019
Q2 		$89K Buy
+4,324
New +$83.6K 0.02% 278
2018
Q4 		– Sell
-4,324
Closed -$72.2K – 298
2018
Q3 		$72.2K Buy
+4,324
New +$87.6K 0.01% 408

Other funds holding BBSI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return