RWM
BRY

Raffa Wealth Management’s Berry Corp BRY Stock Holding History

Raffa Wealth Management’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
2019
Q1 		– Sell
-346
Closed -$3.03K – 723
2018
Q4 		$3.03K Buy
+346
New +$4.65K ﹤0.01% 299

Other funds holding BRY

BSP
Benefit Street Partners New York $69.6M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return

Raffa Wealth Management's BRY Position: Q1 2019 in Review

Raffa Wealth Management sold out of Berry Corp (BRY) in Q1 2019, closing a stake of 346 shares — an estimated $3.03K sold.

Raffa Wealth Management first reported a position in BRY in Q4 2018 and held it in 1 quarter. The position peaked at $3.03K in Q4 2018. 108 funds tracked by Wall St. Rank hold BRY as of Q1 2019.

  • Raffa Wealth Management reported no remaining Berry Corp position as of Q1 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 346 Berry Corp shares in Q1 2019, an estimated $3.03K.
  • Raffa Wealth Management first reported a position in Berry Corp in Q4 2018 and held it in 1 quarter.
  • Raffa Wealth Management's Berry Corp position peaked at $3.03K in Q4 2018.
  • 108 funds tracked by Wall St. Rank held Berry Corp as of Q1 2019.

Based on Raffa Wealth Management's 13F filing for Q1 2019, filed 27 Jul 2026.