Gradient Investments’s Berry Corp BRY Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-12	Closed	-$83	–	1820
2023 Q2	$83	Buy	+12	New	+$86	﹤0.01%	1694

Other funds holding BRY

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

OCM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Gradient Investments's BRY Position: Q3 2023 in Review

Gradient Investments sold out of Berry Corp (BRY) in Q3 2023, closing a stake of 12 shares — an estimated $83 sold.

Gradient Investments first reported a position in BRY in Q2 2023 and held it in 1 quarter. The position peaked at $83 in Q2 2023. 156 funds tracked by Wall St. Rank hold BRY as of Q3 2023.

Gradient Investments reported no remaining Berry Corp position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 12 Berry Corp shares in Q3 2023, an estimated $83.
Gradient Investments first reported a position in Berry Corp in Q2 2023 and held it in 1 quarter.
Gradient Investments's Berry Corp position peaked at $83 in Q2 2023.
156 funds tracked by Wall St. Rank held Berry Corp as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.