Capstone Investment Advisors
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Capstone Investment Advisors’s BlackBerry BB Stock Holding History

Capstone Investment 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
2019
Q4 		– Sell
-122,000
Closed -$641K – 1382
2019
Q3 		$641K Buy
+122,000
New +$856K ﹤0.01% 1033

Other funds holding BB

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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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capstone Investment Advisors's BB Position: Q4 2024 in Review

Capstone Investment Advisors sold out of BlackBerry (BB) in Q4 2024, closing a stake of 487,890 shares — an estimated $1.28M sold.

Capstone Investment Advisors first reported a position in BB in Q3 2023 and held it in 3 quarters. The position peaked at $1.28M in Q3 2024. 233 funds tracked by Wall St. Rank hold BB as of Q4 2024.

  • Capstone Investment Advisors reported no remaining BlackBerry position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 487,890 BlackBerry shares in Q4 2024, an estimated $1.28M.
  • Capstone Investment Advisors first reported a position in BlackBerry in Q3 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's BlackBerry position peaked at $1.28M in Q3 2024.
  • 233 funds tracked by Wall St. Rank held BlackBerry as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.