MFWP
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Mosaic Family Wealth Partners’s BlackBerry BB Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		– Sell
-16,060
Closed -$56.9K – 203
2023
Q4 		$56.9K Hold
16,060
– – 0.01% 194
2023
Q3 		$75.6K Hold
16,060
– – 0.02% 180
2023
Q2 		$88.8K Hold
16,060
– – 0.02% 184
2023
Q1 		$73.2K Hold
16,060
– – 0.02% 181
2022
Q4 		$52.4K Buy
+16,060
New +$71.3K 0.01% 177

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F
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Vanguard Group
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Mosaic Family Wealth Partners's BB Position: Q1 2024 in Review

Mosaic Family Wealth Partners sold out of BlackBerry (BB) in Q1 2024, closing a stake of 16,060 shares — an estimated $56.9K sold.

Mosaic Family Wealth Partners first reported a position in BB in Q4 2022 and held it in 5 quarters. The position peaked at $88.8K in Q2 2023. 211 funds tracked by Wall St. Rank hold BB as of Q1 2024.

  • Mosaic Family Wealth Partners reported no remaining BlackBerry position as of Q1 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 16,060 BlackBerry shares in Q1 2024, an estimated $56.9K.
  • Mosaic Family Wealth Partners first reported a position in BlackBerry in Q4 2022 and held it in 5 quarters.
  • Mosaic Family Wealth Partners's BlackBerry position peaked at $88.8K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held BlackBerry as of Q1 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2024, filed 13 Jun 2024.