Arkadios Wealth Advisors’s BlackBerry BB Stock Holding History

Arkadios Wealth Advisors’s Portfolio BB Stock Details BB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,000	Closed	-$4.13K	–	962
2020 Q1	$4.13K	Hold	1,000	–	–	﹤0.01%	821
2019 Q4	$6K	Buy	+1,000	New	+$5.49K	﹤0.01%	678

Other funds holding BB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arkadios Wealth Advisors's BB Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of BlackBerry (BB) in Q2 2020, closing a stake of 1,000 shares — an estimated $4.13K sold.

Arkadios Wealth Advisors first reported a position in BB in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 227 funds tracked by Wall St. Rank hold BB as of Q2 2020.

Arkadios Wealth Advisors reported no remaining BlackBerry position as of Q2 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,000 BlackBerry shares in Q2 2020, an estimated $4.13K.
Arkadios Wealth Advisors first reported a position in BlackBerry in Q4 2019 and held it in 2 quarters.
Arkadios Wealth Advisors's BlackBerry position peaked at $6K in Q4 2019.
227 funds tracked by Wall St. Rank held BlackBerry as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.