RMR Wealth Builders’s Berry Corp BRY Stock Holding History

RMR Wealth Builders’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
2020 Q3	–	Sell	-500	Closed	-$2K	–	258
2020 Q2	$2K	Buy	+500	New	+$1.93K	﹤0.01%	407
2019 Q4	$50K	Buy	+500	New	+$4.67K	0.05%	226

Other funds holding BRY

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

ACI

AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RMR Wealth Builders's BRY Position: Q3 2020 in Review

RMR Wealth Builders sold out of Berry Corp (BRY) in Q3 2020, closing a stake of 500 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in BRY in Q4 2019 and held it in 2 quarters. The position peaked at $50K in Q4 2019. 97 funds tracked by Wall St. Rank hold BRY as of Q3 2020.

RMR Wealth Builders reported no remaining Berry Corp position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 500 Berry Corp shares in Q3 2020, an estimated $2K.
RMR Wealth Builders first reported a position in Berry Corp in Q4 2019 and held it in 2 quarters.
RMR Wealth Builders's Berry Corp position peaked at $50K in Q4 2019.
97 funds tracked by Wall St. Rank held Berry Corp as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.