PFGIA
BERY

Patriot Financial Group Insurance Agency’s Berry Global Group, Inc. BERY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-60
Closed -$3K – 2023
2022
Q2 		$3K Sell
60
-2
-3% -$104 ﹤0.01% 1698
2022
Q1 		$3K Buy
62
+30
+94% +$1.75K ﹤0.01% 1814
2021
Q4 		$2K Hold
32
– – ﹤0.01% 1989
2021
Q3 		$2K Hold
32
– – ﹤0.01% 1996
2021
Q2 		$2K Hold
32
– – ﹤0.01% 1928
2021
Q1 		$2K Buy
+32
New +$1.66K ﹤0.01% 1826

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BERY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Berry Global Group, Inc. (BERY) in Q3 2022, closing a stake of 60 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in BERY in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 339 funds tracked by Wall St. Rank hold BERY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Berry Global Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 60 Berry Global Group, Inc. shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Berry Global Group, Inc. in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Berry Global Group, Inc. position peaked at $3K in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.