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Financial Network Wealth Advisors’s BlackBerry BB Stock Holding History

Financial Network 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
Q4 		– Sell
-5,000
Closed -$13.1K – 517
2024
Q3 		$13.1K Hold
5,000
– – 0.01% 415
2024
Q2 		$12.4K Buy
+5,000
New +$13.9K 0.01% 457

Other funds holding BB

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

Financial Network Wealth Advisors's BB Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of BlackBerry (BB) in Q4 2024, closing a stake of 5,000 shares — an estimated $13.1K sold.

Financial Network Wealth Advisors first reported a position in BB in Q2 2024 and held it in 2 quarters. The position peaked at $13.1K in Q3 2024. 233 funds tracked by Wall St. Rank hold BB as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining BlackBerry position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 5,000 BlackBerry shares in Q4 2024, an estimated $13.1K.
  • Financial Network Wealth Advisors first reported a position in BlackBerry in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's BlackBerry position peaked at $13.1K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held BlackBerry as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.