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Atria Wealth Solutions’s BlackBerry BB Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-10,200
Closed -$56.4K – 1869
2023
Q2 		$56.4K Sell
10,200
-1,000
-9% -$4.84K ﹤0.01% 1811
2023
Q1 		$51.1K Hold
11,200
– – ﹤0.01% 1804
2022
Q4 		$36.5K Buy
11,200
+1,000
+10% +$4.44K ﹤0.01% 1762
2022
Q3 		$47.9K Hold
10,200
– – ﹤0.01% 1700
2022
Q2 		$55K Hold
10,200
– – ﹤0.01% 1576
2022
Q1 		$76K Buy
+10,200
New +$76.8K ﹤0.01% 1682

Other funds holding BB

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Atria Wealth Solutions's BB Position: Q3 2023 in Review

Atria Wealth Solutions sold out of BlackBerry (BB) in Q3 2023, closing a stake of 10,200 shares — an estimated $56.4K sold.

Atria Wealth Solutions first reported a position in BB in Q1 2022 and held it in 6 quarters. The position peaked at $76K in Q1 2022. 215 funds tracked by Wall St. Rank hold BB as of Q3 2023.

  • Atria Wealth Solutions reported no remaining BlackBerry position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,200 BlackBerry shares in Q3 2023, an estimated $56.4K.
  • Atria Wealth Solutions first reported a position in BlackBerry in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's BlackBerry position peaked at $76K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held BlackBerry as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.