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Orion Portfolio Solutions’s BlackBerry BB Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-37,916
Closed -$99.3K – 1827
2024
Q3 		$99.3K Buy
37,916
+20,771
+121% +$49.5K ﹤0.01% 1744
2024
Q2 		$42.5K Buy
17,145
+105
+0.6% +$293 ﹤0.01% 1703
2024
Q1 		$47K Sell
17,040
-1,072
-6% -$3.13K ﹤0.01% 1670
2023
Q4 		$58.5K Buy
+18,112
New +$68K ﹤0.01% 1633

Other funds holding BB

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Orion Portfolio Solutions's BB Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of BlackBerry (BB) in Q4 2024, closing a stake of 37,916 shares — an estimated $99.3K sold.

Orion Portfolio Solutions first reported a position in BB in Q4 2023 and held it in 4 quarters. The position peaked at $99.3K in Q3 2024. 233 funds tracked by Wall St. Rank hold BB as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining BlackBerry position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 37,916 BlackBerry shares in Q4 2024, an estimated $99.3K.
  • Orion Portfolio Solutions first reported a position in BlackBerry in Q4 2023 and held it in 4 quarters.
  • Orion Portfolio Solutions's BlackBerry position peaked at $99.3K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held BlackBerry as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.