HWMA
BRY

Heritage Wealth Management (Arizona)’s Berry Corp BRY Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-150
Closed -$2K – 992
2022
Q1 		$2K Buy
+150
New +$1.42K ﹤0.01% 882

Other funds holding BRY

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BRY Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Berry Corp (BRY) in Q2 2022, closing a stake of 150 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in BRY in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 150 funds tracked by Wall St. Rank hold BRY as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Berry Corp position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 150 Berry Corp shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Berry Corp in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Berry Corp position peaked at $2K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Berry Corp as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.