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Carolina Wealth Advisors’s BlackBerry BB Stock Holding History

Carolina 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
2023
Q2 		– Sell
-120
Closed -$547 – 264
2023
Q1 		$547 Buy
+120
New +$476 ﹤0.01% 245

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EIG
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Carolina Wealth Advisors's BB Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of BlackBerry (BB) in Q2 2023, closing a stake of 120 shares — an estimated $547 sold.

Carolina Wealth Advisors first reported a position in BB in Q1 2023 and held it in 1 quarter. The position peaked at $547 in Q1 2023. 231 funds tracked by Wall St. Rank hold BB as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining BlackBerry position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 120 BlackBerry shares in Q2 2023, an estimated $547.
  • Carolina Wealth Advisors first reported a position in BlackBerry in Q1 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's BlackBerry position peaked at $547 in Q1 2023.
  • 231 funds tracked by Wall St. Rank held BlackBerry as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.