IFP Advisors’s Berkshire Grey, Inc. Class A Common Stock BGRY Stock Holding History

IFP Advisors’s Portfolio BGRY Stock Details BGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9	Closed	-$13	–	3614
2023 Q2	$13	Buy	+9	New	+$12	﹤0.01%	3426

Other funds holding BGRY

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

IFP Advisors's BGRY Position: Q3 2023 in Review

IFP Advisors sold out of Berkshire Grey, Inc. Class A Common Stock (BGRY) in Q3 2023, closing a stake of 9 shares — an estimated $13 sold.

IFP Advisors first reported a position in BGRY in Q2 2023 and held it in 1 quarter. The position peaked at $13 in Q2 2023. 1 fund tracked by Wall St. Rank holds BGRY as of Q3 2023.

IFP Advisors reported no remaining Berkshire Grey, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 9 Berkshire Grey, Inc. Class A Common Stock shares in Q3 2023, an estimated $13.
IFP Advisors first reported a position in Berkshire Grey, Inc. Class A Common Stock in Q2 2023 and held it in 1 quarter.
IFP Advisors's Berkshire Grey, Inc. Class A Common Stock position peaked at $13 in Q2 2023.
1 fund tracked by Wall St. Rank held Berkshire Grey, Inc. Class A Common Stock as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.