Wealth Enhancement Advisory Services
BERY

Wealth Enhancement Advisory Services’s Berry Global Group, Inc. BERY Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-32,853
Closed -$2.29M – 3510
2025
Q1 		$2.29M Sell
32,853
-4,193
-11% -$291K ﹤0.01% 1178
2024
Q4 		$2.4M Buy
37,046
+20,406
+123% +$1.35M ﹤0.01% 1088
2024
Q3 		$1.04M Buy
16,640
+8,110
+95% +$482K ﹤0.01% 1372
2024
Q2 		$461K Sell
8,530
-9,858
-54% -$535K ﹤0.01% 1697
2024
Q1 		$1.02M Buy
18,388
+531
+3% +$30.2K ﹤0.01% 1227
2023
Q4 		$1.11M Sell
17,857
-299
-2% -$16.9K ﹤0.01% 1133
2023
Q3 		$1.03M Buy
+18,156
New +$1.07M ﹤0.01% 1079

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's BERY Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 32,853 shares — an estimated $2.29M sold.

Wealth Enhancement Advisory Services first reported a position in BERY in Q3 2023 and held it in 7 quarters. The position peaked at $2.4M in Q4 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 32,853 Berry Global Group, Inc. shares in Q2 2025, an estimated $2.29M.
  • Wealth Enhancement Advisory Services first reported a position in Berry Global Group, Inc. in Q3 2023 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Berry Global Group, Inc. position peaked at $2.4M in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.