PS
BRY

Planned Solutions’s Berry Corp BRY Stock Holding History

Planned Solutions’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
-1,500
Closed -$7.71K – 180
2024
Q3 		$7.71K Buy
+1,500
New +$9.16K ﹤0.01% 468
2024
Q1 		– Sell
-1,500
Closed -$10.5K – 153
2023
Q4 		$10.5K Buy
+1,500
New +$11.2K ﹤0.01% 414
2021
Q1 		– Sell
-6,000
Closed -$22K – 105
2020
Q4 		$22K Buy
+6,000
New +$20.7K 0.02% 274

Other funds holding BRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Planned Solutions's BRY Position: Q4 2024 in Review

Planned Solutions sold out of Berry Corp (BRY) in Q4 2024, closing a stake of 1,500 shares — an estimated $7.71K sold.

Planned Solutions first reported a position in BRY in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q4 2020. 183 funds tracked by Wall St. Rank hold BRY as of Q4 2024.

  • Planned Solutions reported no remaining Berry Corp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,500 Berry Corp shares in Q4 2024, an estimated $7.71K.
  • Planned Solutions first reported a position in Berry Corp in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Berry Corp position peaked at $22K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held Berry Corp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.