Avidian Wealth Enterprises’s BlackBerry BB Stock Holding History

Avidian Wealth Enterprises’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
2026 Q3	–	Sell	-10,000	Closed	-$127K	–	758
2026 Q2	$127K	Buy	+10,000	New	+$69.8K	﹤0.01%	723

Other funds holding BB

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Avidian Wealth Enterprises's BB Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of BlackBerry (BB) in Q3 2026, closing a stake of 10,000 shares — an estimated $127K sold.

Avidian Wealth Enterprises first reported a position in BB in Q2 2026 and held it in 1 quarter. The position peaked at $127K in Q2 2026. 6 funds tracked by Wall St. Rank hold BB as of Q3 2026.

Avidian Wealth Enterprises reported no remaining BlackBerry position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 10,000 BlackBerry shares in Q3 2026, an estimated $127K.
Avidian Wealth Enterprises first reported a position in BlackBerry in Q2 2026 and held it in 1 quarter.
Avidian Wealth Enterprises's BlackBerry position peaked at $127K in Q2 2026.
6 funds tracked by Wall St. Rank held BlackBerry as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.