BSW
BGRY

Buckingham Strategic Wealth’s Berkshire Grey, Inc. Class A Common Stock BGRY Stock Holding History

Buckingham Strategic Wealth’s Portfolio BGRY Stock Details BGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33,415
Closed -$20.2K – 726
2023
Q1 		$20.2K Hold
33,415
– – ﹤0.01% 612
2022
Q4 		$20.2K Hold
33,415
– – ﹤0.01% 614
2022
Q3 		$57K Hold
33,415
– – ﹤0.01% 583
2022
Q2 		$48K Buy
+33,415
New +$73.8K ﹤0.01% 588

Other funds holding BGRY

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
CPX
Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Buckingham Strategic Wealth's BGRY Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of Berkshire Grey, Inc. Class A Common Stock (BGRY) in Q2 2023, closing a stake of 33,415 shares — an estimated $20.2K sold.

Buckingham Strategic Wealth first reported a position in BGRY in Q2 2022 and held it in 4 quarters. The position peaked at $57K in Q3 2022. 80 funds tracked by Wall St. Rank hold BGRY as of Q2 2023.

  • Buckingham Strategic Wealth reported no remaining Berkshire Grey, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 33,415 Berkshire Grey, Inc. Class A Common Stock shares in Q2 2023, an estimated $20.2K.
  • Buckingham Strategic Wealth first reported a position in Berkshire Grey, Inc. Class A Common Stock in Q2 2022 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Berkshire Grey, Inc. Class A Common Stock position peaked at $57K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held Berkshire Grey, Inc. Class A Common Stock as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.