Kelly Financial Services’s Berkshire Grey, Inc. Class A Common Stock BGRY Stock Holding History

Kelly Financial Services’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	-1,000	Closed	-$1.41K	–	788
2023 Q2	$1.41K	Hold	1,000	–	–	﹤0.01%	573
2023 Q1	$1.38K	Hold	1,000	–	–	﹤0.01%	559
2022 Q4	$604	Hold	1,000	–	–	﹤0.01%	593
2022 Q3	$1.7K	Hold	1,000	–	–	﹤0.01%	522
2022 Q2	$1.45K	Hold	1,000	–	–	﹤0.01%	531
2022 Q1	$2.88K	Hold	1,000	–	–	﹤0.01%	490
2021 Q4	$5.5K	Buy	+1,000	New	+$5.75K	﹤0.01%	426

Other funds holding BGRY

CAM

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

Kelly Financial Services's BGRY Position: Q3 2023 in Review

Kelly Financial Services sold out of Berkshire Grey, Inc. Class A Common Stock (BGRY) in Q3 2023, closing a stake of 1,000 shares — an estimated $1.41K sold.

Kelly Financial Services first reported a position in BGRY in Q4 2021 and held it in 7 quarters. The position peaked at $5.5K in Q4 2021. 1 fund tracked by Wall St. Rank holds BGRY as of Q3 2023.

Kelly Financial Services reported no remaining Berkshire Grey, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Kelly Financial Services sold 1,000 Berkshire Grey, Inc. Class A Common Stock shares in Q3 2023, an estimated $1.41K.
Kelly Financial Services first reported a position in Berkshire Grey, Inc. Class A Common Stock in Q4 2021 and held it in 7 quarters.
Kelly Financial Services's Berkshire Grey, Inc. Class A Common Stock position peaked at $5.5K in Q4 2021.
1 fund tracked by Wall St. Rank held Berkshire Grey, Inc. Class A Common Stock as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.