WCM
BRY

WealthTrak Capital Management’s Berry Corp BRY Stock Holding History

WealthTrak Capital Management’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
2025
Q1 		– Sell
-20
Closed -$83 – 991
2024
Q4 		$83 Buy
+20
New +$92 ﹤0.01% 930

Other funds holding BRY

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

WealthTrak Capital Management's BRY Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Berry Corp (BRY) in Q1 2025, closing a stake of 20 shares — an estimated $83 sold.

WealthTrak Capital Management first reported a position in BRY in Q4 2024 and held it in 1 quarter. The position peaked at $83 in Q4 2024. 184 funds tracked by Wall St. Rank hold BRY as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Berry Corp position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Berry Corp shares in Q1 2025, an estimated $83.
  • WealthTrak Capital Management first reported a position in Berry Corp in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Berry Corp position peaked at $83 in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Berry Corp as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.