HWP
BRY

Hibernia Wealth Partners’s Berry Corp BRY Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-104
Closed -$849 – 102
2023
Q3 		$849 Buy
+104
New +$834 ﹤0.01% 296

Other funds holding BRY

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hibernia Wealth Partners's BRY Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Berry Corp (BRY) in Q4 2023, closing a stake of 104 shares — an estimated $849 sold.

Hibernia Wealth Partners first reported a position in BRY in Q3 2023 and held it in 1 quarter. The position peaked at $849 in Q3 2023. 161 funds tracked by Wall St. Rank hold BRY as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Berry Corp position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 104 Berry Corp shares in Q4 2023, an estimated $849.
  • Hibernia Wealth Partners first reported a position in Berry Corp in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Berry Corp position peaked at $849 in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Berry Corp as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.