WealthShield Partners’s Barnes Group Inc. B Stock Holding History

WealthShield Partners’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
2021 Q2	–	Sell	-200	Closed	-$10K	–	1185
2021 Q1	$10K	Buy	+200	New	+$10.5K	﹤0.01%	813

Other funds holding B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's B Position: Q2 2021 in Review

WealthShield Partners sold out of Barnes Group Inc. (B) in Q2 2021, closing a stake of 200 shares — an estimated $10K sold.

WealthShield Partners first reported a position in B in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 200 funds tracked by Wall St. Rank hold B as of Q2 2021.

WealthShield Partners reported no remaining Barnes Group Inc. position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 200 Barnes Group Inc. shares in Q2 2021, an estimated $10K.
WealthShield Partners first reported a position in Barnes Group Inc. in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Barnes Group Inc. position peaked at $10K in Q1 2021.
200 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.