IFAM
BGRY

Institutional & Family Asset Management’s Berkshire Grey, Inc. Class A Common Stock BGRY Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-472
Closed -$3K – 968
2021
Q3 		$3K Buy
+472
New +$4.04K ﹤0.01% 748

Other funds holding BGRY

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
SGA
SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
CPX
Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Institutional & Family Asset Management's BGRY Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Berkshire Grey, Inc. Class A Common Stock (BGRY) in Q4 2021, closing a stake of 472 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in BGRY in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 73 funds tracked by Wall St. Rank hold BGRY as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Berkshire Grey, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 472 Berkshire Grey, Inc. Class A Common Stock shares in Q4 2021, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Berkshire Grey, Inc. Class A Common Stock in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Berkshire Grey, Inc. Class A Common Stock position peaked at $3K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Berkshire Grey, Inc. Class A Common Stock as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.