Selective Wealth Management’s BlackBerry BB Stock Holding History

Selective 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
2022 Q4	–	Sell	-500	Closed	-$2K	–	171
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	660
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	664
2022 Q1	$4K	Hold	500	–	–	﹤0.01%	607
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	542
2021 Q3	$5K	Hold	500	–	–	﹤0.01%	485
2021 Q2	$6K	Hold	500	–	–	﹤0.01%	387
2021 Q1	$4K	Hold	500	–	–	﹤0.01%	321
2020 Q4	$3K	Hold	500	–	–	﹤0.01%	314
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	279
2020 Q2	$2K	Hold	500	–	–	﹤0.01%	370
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	270
2019 Q4	$3K	Hold	500	–	–	﹤0.01%	253
2019 Q3	$3K	Buy	+500	New	+$3.51K	﹤0.01%	257
2018 Q3	$11K	Buy	+1,000	New	+$10.2K	0.13%	79

Other funds holding BB

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

FFH

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Selective Wealth Management's BB Position: Q4 2022 in Review

Selective Wealth Management sold out of BlackBerry (BB) in Q4 2022, closing a stake of 500 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in BB in Q3 2018 and held it in 14 quarters. The position peaked at $11K in Q3 2018. 229 funds tracked by Wall St. Rank hold BB as of Q4 2022.

Selective Wealth Management reported no remaining BlackBerry position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 500 BlackBerry shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in BlackBerry in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's BlackBerry position peaked at $11K in Q3 2018.
229 funds tracked by Wall St. Rank held BlackBerry as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.