WealthStone’s Berry Corp BRY Stock Holding History

WealthStone’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
2021 Q1	$115K	Hold	20,904	–	–	0.04%	265
2020 Q4	$77K	Hold	20,904	–	–	0.03%	246
2020 Q3	$66K	Buy	+20,904	New	+$87.9K	0.03%	188

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

WealthStone's BRY Position: Q1 2021 in Review

WealthStone held its Berry Corp (BRY) position steady in Q1 2021 at 20,904 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #265.

WealthStone first reported a position in BRY in Q3 2020 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold BRY as of Q1 2021.

WealthStone held 20,904 shares of Berry Corp worth $115K as of Q1 2021.
WealthStone left its Berry Corp share count unchanged in Q1 2021.
Berry Corp made up 0.04% of WealthStone's portfolio in Q1 2021, its #265 holding.
WealthStone first reported a position in Berry Corp in Q3 2020 and has held it in 3 quarters since.
114 funds tracked by Wall St. Rank held Berry Corp as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.