Avantax Advisory Services’s BlackBerry BB Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-74,650	Closed	-$281K	–	2365
2025 Q1	$281K	Buy	+74,650	New	+$340K	﹤0.01%	1878
2022 Q1	–	Sell	-18,209	Closed	-$170K	–	1285
2021 Q4	$170K	Buy	18,209 +6,356	+54%	+$63.6K	﹤0.01%	1186
2021 Q3	$115K	Buy	+11,853	New	+$124K	﹤0.01%	1141
2021 Q1	–	Sell	-17,887	Closed	-$118K	–	1032
2020 Q4	$118K	Buy	17,887 +4,249	+31%	+$25.1K	﹤0.01%	904
2020 Q3	$65K	Buy	+13,638	New	+$66K	﹤0.01%	1328

Other funds holding BB

FFH

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Advisory Services's BB Position: Q2 2025 in Review

Avantax Advisory Services sold out of BlackBerry (BB) in Q2 2025, closing a stake of 74,650 shares — an estimated $281K sold.

Avantax Advisory Services first reported a position in BB in Q3 2020 and held it in 5 quarters. The position peaked at $281K in Q1 2025. 228 funds tracked by Wall St. Rank hold BB as of Q2 2025.

Avantax Advisory Services reported no remaining BlackBerry position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 74,650 BlackBerry shares in Q2 2025, an estimated $281K.
Avantax Advisory Services first reported a position in BlackBerry in Q3 2020 and held it in 5 quarters.
Avantax Advisory Services's BlackBerry position peaked at $281K in Q1 2025.
228 funds tracked by Wall St. Rank held BlackBerry as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.