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Laidlaw Wealth Management’s BlackBerry BB Stock Holding History

Laidlaw Wealth Management’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
2022
Q3 		– Sell
-20,175
Closed -$109K – 327
2022
Q2 		$109K Buy
+20,175
New +$120K 0.02% 361
2022
Q1 		– Sell
-32,943
Closed -$308K – 396
2021
Q4 		$308K Buy
+32,943
New +$330K 0.05% 305

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F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
VOYA Investment Management
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Laidlaw Wealth Management's BB Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of BlackBerry (BB) in Q3 2022, closing a stake of 20,175 shares — an estimated $109K sold.

Laidlaw Wealth Management first reported a position in BB in Q4 2021 and held it in 2 quarters. The position peaked at $308K in Q4 2021. 238 funds tracked by Wall St. Rank hold BB as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining BlackBerry position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 20,175 BlackBerry shares in Q3 2022, an estimated $109K.
  • Laidlaw Wealth Management first reported a position in BlackBerry in Q4 2021 and held it in 2 quarters.
  • Laidlaw Wealth Management's BlackBerry position peaked at $308K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held BlackBerry as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.