LWM
BB icon

Lenox Wealth Management’s BlackBerry BB Stock Holding History

Lenox 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
2020
Q2 		$3K Buy
653
+51
+8% +$231 ﹤0.01% 583
2020
Q1 		$2K Buy
+602
New +$3.27K ﹤0.01% 600

Other funds holding BB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Management's BB Position: Q2 2020 in Review

Lenox Wealth Management increased its BlackBerry (BB) stake by 8.5% in Q2 2020, buying an estimated $231 and bringing the position to 653 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Lenox Wealth Management first reported a position in BB in Q1 2020 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold BB as of Q2 2020.

  • Lenox Wealth Management held 653 shares of BlackBerry worth $3K as of Q2 2020.
  • Lenox Wealth Management bought 51 BlackBerry shares in Q2 2020, an estimated $231.
  • BlackBerry made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #583 holding.
  • Lenox Wealth Management first reported a position in BlackBerry in Q1 2020 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held BlackBerry as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.