JWA
BERY

JFS Wealth Advisors’s Berry Global Group, Inc. BERY Stock Holding History

JFS Wealth Advisors’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-184
Closed -$12.8K – 1982
2025
Q1 		$12.8K Sell
184
-1
-0.5% -$69 ﹤0.01% 798
2024
Q4 		$12K Sell
185
-10
-5% -$660 ﹤0.01% 800
2024
Q3 		$12.2K Buy
195
+10
+5% +$594 ﹤0.01% 789
2024
Q2 		$10K Buy
185
+6
+3% +$326 ﹤0.01% 798
2024
Q1 		$9.92K Hold
179
– – ﹤0.01% 821
2023
Q4 		$11.1K Sell
179
-32
-15% -$1.8K ﹤0.01% 743
2023
Q3 		$12K Buy
211
+1
+0.5% +$59 ﹤0.01% 667
2023
Q2 		$12.4K Sell
210
-10
-5% -$546 ﹤0.01% 667
2023
Q1 		$11.9K Buy
220
+31
+16% +$1.72K ﹤0.01% 658
2022
Q4 		$10.5K Sell
189
-9
-5% -$441 ﹤0.01% 691
2022
Q3 		$8K Sell
198
-39
-16% -$1.96K ﹤0.01% 832
2022
Q2 		$12K Sell
237
-7
-3% -$363 ﹤0.01% 727
2022
Q1 		$13K Buy
244
+206
+542% +$12K ﹤0.01% 726
2021
Q4 		$3K Buy
+38
New +$2.35K ﹤0.01% 1009

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's BERY Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 184 shares — an estimated $12.8K sold.

JFS Wealth Advisors first reported a position in BERY in Q4 2021 and held it in 14 quarters. The position peaked at $13K in Q1 2022. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 184 Berry Global Group, Inc. shares in Q2 2025, an estimated $12.8K.
  • JFS Wealth Advisors first reported a position in Berry Global Group, Inc. in Q4 2021 and held it in 14 quarters.
  • JFS Wealth Advisors's Berry Global Group, Inc. position peaked at $13K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.