CWA
BRY

Carolina Wealth Advisors’s Berry Corp BRY Stock Holding History

Carolina 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
2025
Q3 		– Sell
-33
Closed -$90 – 243
2025
Q2 		$90 Buy
+33
New +$88 ﹤0.01% 264

Other funds holding BRY

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
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolina Wealth Advisors's BRY Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 33 shares — an estimated $90 sold.

Carolina Wealth Advisors first reported a position in BRY in Q2 2025 and held it in 1 quarter. The position peaked at $90 in Q2 2025. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 33 Berry Corp shares in Q3 2025, an estimated $90.
  • Carolina Wealth Advisors first reported a position in Berry Corp in Q2 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Berry Corp position peaked at $90 in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.