Wealthspire Advisors (Maryland)’s Berry Global Group, Inc. BERY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-484	Closed	-$24K	–	2130
2019 Q1	$24K	Sell	484 -31	-6%	-$1.47K	﹤0.01%	1210
2018 Q4	$22K	Sell	515 -415	-45%	-$17.7K	﹤0.01%	1174
2018 Q3	$41K	Sell	930 -1,762	-65%	-$77.4K	﹤0.01%	1039
2018 Q2	$114K	Buy	2,692 +279	+12%	+$12.9K	0.01%	655
2018 Q1	$121K	Buy	2,413 +321	+15%	+$16.7K	0.01%	639
2017 Q4	$113K	Buy	2,092 +101	+5%	+$5.5K	0.01%	668
2017 Q3	$104K	Buy	1,991 +424	+27%	+$22.2K	0.01%	692
2017 Q2	$82K	Buy	1,567 +1,550	+9,118%	+$77.5K	0.01%	766
2017 Q1	$1K	Buy	+17	New	+$782	﹤0.01%	1860

Other funds holding BERY

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BERY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Berry Global Group, Inc. (BERY) in Q2 2019, closing a stake of 484 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in BERY in Q1 2017 and held it in 9 quarters. The position peaked at $121K in Q1 2018. 329 funds tracked by Wall St. Rank hold BERY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Berry Global Group, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 484 Berry Global Group, Inc. shares in Q2 2019, an estimated $24K.
Wealthspire Advisors (Maryland) first reported a position in Berry Global Group, Inc. in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Berry Global Group, Inc. position peaked at $121K in Q1 2018.
329 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.