MWM
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MorganRosel Wealth Management’s BlackBerry BB Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-450
Closed -$2.06K – 133
2025
Q2 		$2.06K Hold
450
– – ﹤0.01% 320
2025
Q1 		$1.7K Buy
+450
New +$2.05K ﹤0.01% 318

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Connor, Clark & Lunn Investment Management (CC&L)
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F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MorganRosel Wealth Management's BB Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of BlackBerry (BB) in Q3 2025, closing a stake of 450 shares — an estimated $2.06K sold.

MorganRosel Wealth Management first reported a position in BB in Q1 2025 and held it in 2 quarters. The position peaked at $2.06K in Q2 2025. 221 funds tracked by Wall St. Rank hold BB as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining BlackBerry position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 450 BlackBerry shares in Q3 2025, an estimated $2.06K.
  • MorganRosel Wealth Management first reported a position in BlackBerry in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's BlackBerry position peaked at $2.06K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held BlackBerry as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.