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Berry Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Berry Group’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$522K Buy
4,089
+930
+29% +$111K 0.24% 70
2020
Q3 		$342K Buy
+3,159
New +$341K 0.18% 84

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Berry Group's RSP Position: Q4 2020 in Review

Berry Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 29% in Q4 2020, buying an estimated $111K and bringing the position to 4,089 shares worth $522K. The position accounts for 0.24% of the portfolio, ranked #70.

Berry Group first reported a position in RSP in Q3 2020 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold RSP as of Q4 2020.

  • Berry Group held 4,089 shares of Invesco S&P 500 Equal Weight ETF worth $522K as of Q4 2020.
  • Berry Group bought 930 Invesco S&P 500 Equal Weight ETF shares in Q4 2020, an estimated $111K.
  • Invesco S&P 500 Equal Weight ETF made up 0.24% of Berry Group's portfolio in Q4 2020, its #70 holding.
  • Berry Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.