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Laird Norton Wetherby Wealth Management’s BlackBerry BB Stock Holding History

Laird Norton Wetherby 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
2023
Q3 		– Sell
-10,469
Closed -$57.9K – 915
2023
Q2 		$57.9K Sell
10,469
-2,645
-20% -$12.8K ﹤0.01% 944
2023
Q1 		$59.8K Sell
13,114
-4,141
-24% -$16.4K ﹤0.01% 912
2022
Q4 		$56.3K Sell
17,255
-9,060
-34% -$40.2K ﹤0.01% 887
2022
Q3 		$124K Buy
26,315
+3,941
+18% +$23.6K 0.01% 839
2022
Q2 		$121K Sell
22,374
-3,410
-13% -$20.2K 0.01% 862
2022
Q1 		$192K Sell
25,784
-975
-4% -$7.35K 0.01% 865
2021
Q4 		$250K Buy
26,759
+640
+2% +$6.41K 0.01% 783
2021
Q3 		$254K Buy
26,119
+2,021
+8% +$21.2K 0.02% 774
2021
Q2 		$294K Buy
24,098
+445
+2% +$4.66K 0.02% 725
2021
Q1 		$199K Sell
23,653
-997
-4% -$11.2K 0.02% 743
2020
Q4 		$163K Buy
24,650
+1,076
+5% +$6.37K 0.01% 846
2020
Q3 		$108K Buy
23,574
+21
+0.1% +$102 0.01% 693
2020
Q2 		$115K Sell
23,553
-2,458
-9% -$11.1K 0.01% 686
2020
Q1 		$107K Buy
+26,011
New +$141K 0.01% 631

Other funds holding BB

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BB Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BlackBerry (BB) in Q3 2023, closing a stake of 10,469 shares — an estimated $57.9K sold.

Laird Norton Wetherby Wealth Management first reported a position in BB in Q1 2020 and held it in 14 quarters. The position peaked at $294K in Q2 2021. 215 funds tracked by Wall St. Rank hold BB as of Q3 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining BlackBerry position as of Q3 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,469 BlackBerry shares in Q3 2023, an estimated $57.9K.
  • Laird Norton Wetherby Wealth Management first reported a position in BlackBerry in Q1 2020 and held it in 14 quarters.
  • Laird Norton Wetherby Wealth Management's BlackBerry position peaked at $294K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held BlackBerry as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.