CPG
BRY

Cornerstone Planning Group’s Berry Corp BRY Stock Holding History

Cornerstone Planning Group’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
-96
Closed -$438 – 1576
2024
Q4 		$438 Buy
+96
New +$443 ﹤0.01% 1181
2024
Q2 		– Sell
-109
Closed -$872 – 1271
2024
Q1 		$872 Buy
+109
New +$762 ﹤0.01% 808

Other funds holding BRY

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
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
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

Cornerstone Planning Group's BRY Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Berry Corp (BRY) in Q1 2025, closing a stake of 96 shares — an estimated $438 sold.

Cornerstone Planning Group first reported a position in BRY in Q1 2024 and held it in 2 quarters. The position peaked at $872 in Q1 2024. 184 funds tracked by Wall St. Rank hold BRY as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Berry Corp position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 96 Berry Corp shares in Q1 2025, an estimated $438.
  • Cornerstone Planning Group first reported a position in Berry Corp in Q1 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Berry Corp position peaked at $872 in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Berry Corp as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.