Plante Moran Financial Advisors’s BlackBerry BB Stock Holding History

Plante Moran Financial Advisors’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
2023 Q3	–	Sell	-881	Closed	-$4.87K	–	770
2023 Q2	$4.87K	Buy	+881	New	+$4.27K	﹤0.01%	639
2022 Q1	–	Sell	-150	Closed	-$1K	–	814
2021 Q4	$1K	Buy	+150	New	+$1.5K	﹤0.01%	946
2021 Q3	–	Sell	-1,402	Closed	-$17K	–	922
2021 Q2	$17K	Hold	1,402	–	–	﹤0.01%	583
2021 Q1	$12K	Buy	1,402 +2	+0.1%	+$22	﹤0.01%	618
2020 Q4	$9K	Hold	1,400	–	–	﹤0.01%	636
2020 Q3	$6K	Buy	1,400 +1,008	+257%	+$4.88K	﹤0.01%	661
2020 Q2	$2K	Buy	+392	New	+$1.77K	﹤0.01%	656
2019 Q1	–	Sell	-40	Closed	–	–	777
2018 Q4	$0	Buy	+40	New	+$352	﹤0.01%	888
2016 Q4	–	Sell	-6	Closed	–	–	969
2016 Q3	$0	Buy	+6	New	+$45	﹤0.01%	935

Other funds holding BB

FFH

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Norges Bank Oslo, Norway $935B AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Plante Moran Financial Advisors's BB Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of BlackBerry (BB) in Q3 2023, closing a stake of 881 shares — an estimated $4.87K sold.

Plante Moran Financial Advisors first reported a position in BB in Q3 2016 and held it in 9 quarters. The position peaked at $17K in Q2 2021. 215 funds tracked by Wall St. Rank hold BB as of Q3 2023.

Plante Moran Financial Advisors reported no remaining BlackBerry position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 881 BlackBerry shares in Q3 2023, an estimated $4.87K.
Plante Moran Financial Advisors first reported a position in BlackBerry in Q3 2016 and held it in 9 quarters.
Plante Moran Financial Advisors's BlackBerry position peaked at $17K in Q2 2021.
215 funds tracked by Wall St. Rank held BlackBerry as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.