Wipfli Financial Advisors’s Barnes Group Inc. B Stock Holding History

Wipfli Financial 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
2022 Q3	$9K	Buy	+327	New	+$10.5K	﹤0.01%	1900

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

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

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

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

CIP

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

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

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

Wipfli Financial Advisors's B Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Barnes Group Inc. (B) in Q3 2022: 327 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings.

186 funds tracked by Wall St. Rank hold B as of Q3 2022.

Wipfli Financial Advisors held 327 shares of Barnes Group Inc. worth $9K as of Q3 2022.
Barnes Group Inc. was a new Wipfli Financial Advisors position in Q3 2022.
Barnes Group Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1900 holding.
186 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.