EWA
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EP Wealth Advisors’s BlackBerry BB Stock Holding History

EP 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
2024
Q3 		– Sell
-11,121
Closed -$27.6K – 1184
2024
Q2 		$27.6K Buy
+11,121
New +$31K ﹤0.01% 845

Other funds holding BB

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EP Wealth Advisors's BB Position: Q3 2024 in Review

EP Wealth Advisors sold out of BlackBerry (BB) in Q3 2024, closing a stake of 11,121 shares — an estimated $27.6K sold.

EP Wealth Advisors first reported a position in BB in Q2 2024 and held it in 1 quarter. The position peaked at $27.6K in Q2 2024. 211 funds tracked by Wall St. Rank hold BB as of Q3 2024.

  • EP Wealth Advisors reported no remaining BlackBerry position as of Q3 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 11,121 BlackBerry shares in Q3 2024, an estimated $27.6K.
  • EP Wealth Advisors first reported a position in BlackBerry in Q2 2024 and held it in 1 quarter.
  • EP Wealth Advisors's BlackBerry position peaked at $27.6K in Q2 2024.
  • 211 funds tracked by Wall St. Rank held BlackBerry as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.