Arkadios Wealth Advisors’s Berry Corp BRY Stock Holding History

Arkadios Wealth Advisors’s Portfolio BRY Stock Details BRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-700	Closed	-$4K	–	1874
2021 Q2	$4K	Buy	+700	New	+$4.43K	﹤0.01%	1757

Other funds holding BRY

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

ACI

AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arkadios Wealth Advisors's BRY Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Berry Corp (BRY) in Q3 2021, closing a stake of 700 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in BRY in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 108 funds tracked by Wall St. Rank hold BRY as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Berry Corp position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 700 Berry Corp shares in Q3 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in Berry Corp in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's Berry Corp position peaked at $4K in Q2 2021.
108 funds tracked by Wall St. Rank held Berry Corp as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.