Householder Group Estate & Retirement Specialist’s BlackBerry BB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,000	Closed	-$2K	–	592
2024 Q3	$2K	Hold	1,000	–	–	﹤0.01%	1022
2024 Q2	$2K	Buy	+1,000	New	+$2.79K	﹤0.01%	1048
2024 Q1	–	Sell	-175	Closed	–	–	1277
2023 Q4	$0	Buy	175 +100	+133%	+$375	﹤0.01%	1130
2023 Q3	$353	Buy	+75	New	+$369	﹤0.01%	1203
2023 Q1	$0	Hold	75	–	–	﹤0.01%	1219
2022 Q4	$0	Hold	75	–	–	﹤0.01%	394
2022 Q3	$0	Buy	+75	New	+$448	﹤0.01%	1087

Other funds holding BB

FFH

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

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

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of BlackBerry (BB) in Q4 2024, closing a stake of 1,000 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in BB in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2024. 233 funds tracked by Wall St. Rank hold BB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining BlackBerry position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,000 BlackBerry shares in Q4 2024, an estimated $2K.
Householder Group Estate & Retirement Specialist first reported a position in BlackBerry in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's BlackBerry position peaked at $2K in Q3 2024.
233 funds tracked by Wall St. Rank held BlackBerry as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.