IFWM
BRY

Institute for Wealth Management’s Berry Corp BRY Stock Holding History

Institute for Wealth Management’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
2024
Q4 		– Sell
-27,000
Closed -$139K – 518
2024
Q3 		$139K Hold
27,000
– – 0.02% 536
2024
Q2 		$174K Buy
+27,000
New +$201K 0.02% 486

Other funds holding BRY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's BRY Position: Q4 2024 in Review

Institute for Wealth Management sold out of Berry Corp (BRY) in Q4 2024, closing a stake of 27,000 shares — an estimated $139K sold.

Institute for Wealth Management first reported a position in BRY in Q2 2024 and held it in 2 quarters. The position peaked at $174K in Q2 2024. 183 funds tracked by Wall St. Rank hold BRY as of Q4 2024.

  • Institute for Wealth Management reported no remaining Berry Corp position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 27,000 Berry Corp shares in Q4 2024, an estimated $139K.
  • Institute for Wealth Management first reported a position in Berry Corp in Q2 2024 and held it in 2 quarters.
  • Institute for Wealth Management's Berry Corp position peaked at $174K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Berry Corp as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.