WCM
BERY

Wealthcare Capital Management’s Berry Global Group, Inc. BERY Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-172
Closed -$10K – 704
2021
Q1 		$10K Buy
+172
New +$8.93K ﹤0.01% 284

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthcare Capital Management's BERY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Berry Global Group, Inc. (BERY) in Q2 2021, closing a stake of 172 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in BERY in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 384 funds tracked by Wall St. Rank hold BERY as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Berry Global Group, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 172 Berry Global Group, Inc. shares in Q2 2021, an estimated $10K.
  • Wealthcare Capital Management first reported a position in Berry Global Group, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Berry Global Group, Inc. position peaked at $10K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.