WFA
BRY

Wipfli Financial Advisors’s Berry Corp BRY Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$2K Buy
+239
New +$2.02K ﹤0.01% 2266

Other funds holding BRY

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wipfli Financial Advisors's BRY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Berry Corp (BRY) in Q3 2022: 239 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2266 among its holdings.

142 funds tracked by Wall St. Rank hold BRY as of Q3 2022.

  • Wipfli Financial Advisors held 239 shares of Berry Corp worth $2K as of Q3 2022.
  • Berry Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • Berry Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2266 holding.
  • 142 funds tracked by Wall St. Rank held Berry Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.