CoreCap Advisors’s Berry Corp BRY Stock Holding History

CoreCap 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 Q1	–	Sell	-66	Closed	-$273	–	3157
2024 Q4	$273	Buy	+66	New	+$305	﹤0.01%	2655

Other funds holding BRY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SDIC

South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

CoreCap Advisors's BRY Position: Q1 2025 in Review

CoreCap Advisors sold out of Berry Corp (BRY) in Q1 2025, closing a stake of 66 shares — an estimated $273 sold.

CoreCap Advisors first reported a position in BRY in Q4 2024 and held it in 1 quarter. The position peaked at $273 in Q4 2024. 184 funds tracked by Wall St. Rank hold BRY as of Q1 2025.

CoreCap Advisors reported no remaining Berry Corp position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 66 Berry Corp shares in Q1 2025, an estimated $273.
CoreCap Advisors first reported a position in Berry Corp in Q4 2024 and held it in 1 quarter.
CoreCap Advisors's Berry Corp position peaked at $273 in Q4 2024.
184 funds tracked by Wall St. Rank held Berry Corp as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.