Financial Synergies Wealth Advisors’s BlackBerry BB Stock Holding History

Financial Synergies 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 Q2	–	Sell	-3	Closed	-$9	–	110
2024 Q1	$9	Hold	3	–	–	﹤0.01%	505
2023 Q4	$10	Hold	3	–	–	﹤0.01%	458
2023 Q3	$15	Hold	3	–	–	﹤0.01%	498
2023 Q2	$17	Hold	3	–	–	﹤0.01%	494
2023 Q1	$14	Hold	3	–	–	﹤0.01%	495
2022 Q4	$10	Hold	3	–	–	﹤0.01%	458
2022 Q3	$15	Hold	3	–	–	﹤0.01%	466
2022 Q2	$17	Buy	+3	New	+$18	﹤0.01%	489

Other funds holding BB

FFH

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Financial Synergies Wealth Advisors's BB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of BlackBerry (BB) in Q2 2024, closing a stake of 3 shares — an estimated $9 sold.

Financial Synergies Wealth Advisors first reported a position in BB in Q2 2022 and held it in 8 quarters. The position peaked at $17 in Q2 2023. 216 funds tracked by Wall St. Rank hold BB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining BlackBerry position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 BlackBerry shares in Q2 2024, an estimated $9.
Financial Synergies Wealth Advisors first reported a position in BlackBerry in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's BlackBerry position peaked at $17 in Q2 2023.
216 funds tracked by Wall St. Rank held BlackBerry as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.