Planned Solutions’s BlackBerry BB Stock Holding History

Planned 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	-100	Closed	-$262	–	159
2024 Q3	$262	Buy	+100	New	+$238	﹤0.01%	628

Other funds holding BB

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Planned Solutions's BB Position: Q4 2024 in Review

Planned Solutions sold out of BlackBerry (BB) in Q4 2024, closing a stake of 100 shares — an estimated $262 sold.

Planned Solutions first reported a position in BB in Q3 2024 and held it in 1 quarter. The position peaked at $262 in Q3 2024. 233 funds tracked by Wall St. Rank hold BB as of Q4 2024.

Planned Solutions reported no remaining BlackBerry position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 100 BlackBerry shares in Q4 2024, an estimated $262.
Planned Solutions first reported a position in BlackBerry in Q3 2024 and held it in 1 quarter.
Planned Solutions's BlackBerry position peaked at $262 in Q3 2024.
233 funds tracked by Wall St. Rank held BlackBerry as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.