TFG
BRY

Team Financial Group’s Berry Corp BRY Stock Holding History

Team Financial Group’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
Q1 		– Sell
-393
Closed -$2.76K – 52
2023
Q4 		$2.76K Buy
+393
New +$2.94K ﹤0.01% 173

Other funds holding BRY

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Team Financial Group's BRY Position: Q1 2024 in Review

Team Financial Group sold out of Berry Corp (BRY) in Q1 2024, closing a stake of 393 shares — an estimated $2.76K sold.

Team Financial Group first reported a position in BRY in Q4 2023 and held it in 1 quarter. The position peaked at $2.76K in Q4 2023. 169 funds tracked by Wall St. Rank hold BRY as of Q1 2024.

  • Team Financial Group reported no remaining Berry Corp position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 393 Berry Corp shares in Q1 2024, an estimated $2.76K.
  • Team Financial Group first reported a position in Berry Corp in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's Berry Corp position peaked at $2.76K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Berry Corp as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.