AWM
BERY

Avior Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Avior Wealth Management’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,434
Closed -$92.7K – 2445
2024
Q4 		$92.7K Sell
1,434
-128
-8% -$8.45K ﹤0.01% 924
2024
Q3 		$97.5K Sell
1,562
-25
-2% -$1.49K ﹤0.01% 897
2024
Q2 		$85.7K Sell
1,587
-276
-15% -$15K ﹤0.01% 909
2024
Q1 		$103K Buy
1,863
+1,334
+252% +$75.9K ﹤0.01% 945
2023
Q4 		$32.8K Hold
529
– – ﹤0.01% 802
2023
Q3 		$30.1K Hold
529
– – ﹤0.01% 869
2023
Q2 		$31.3K Hold
529
– – ﹤0.01% 856
2023
Q1 		$28.6K Buy
+529
New +$29.3K ﹤0.01% 883

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's BERY Position: Q1 2025 in Review

Avior Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q1 2025, closing a stake of 1,434 shares — an estimated $92.7K sold.

Avior Wealth Management first reported a position in BERY in Q1 2023 and held it in 8 quarters. The position peaked at $103K in Q1 2024. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Avior Wealth Management reported no remaining Berry Global Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,434 Berry Global Group, Inc. shares in Q1 2025, an estimated $92.7K.
  • Avior Wealth Management first reported a position in Berry Global Group, Inc. in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Berry Global Group, Inc. position peaked at $103K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.