SWA
BB icon

SOA Wealth Advisors’s BlackBerry BB Stock Holding History

SOA Wealth 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
2025
Q4 		– Sell
-176
Closed -$859 – 875
2025
Q3 		$859 Hold
176
– – ﹤0.01% 773
2025
Q2 		$806 Hold
176
– – ﹤0.01% 765
2025
Q1 		$664 Hold
176
– – ﹤0.01% 770
2024
Q4 		$665 Hold
176
– – ﹤0.01% 761
2024
Q3 		$461 Hold
176
– – ﹤0.01% 753
2024
Q2 		$436 Hold
176
– – ﹤0.01% 771
2024
Q1 		$486 Hold
176
– – ﹤0.01% 806
2023
Q4 		$623 Hold
176
– – ﹤0.01% 788
2023
Q3 		$829 Hold
176
– – ﹤0.01% 791
2023
Q2 		$973 Hold
176
– – ﹤0.01% 783
2023
Q1 		$803 Hold
176
– – ﹤0.01% 811
2022
Q4 		$574 Hold
176
– – ﹤0.01% 836
2022
Q3 		$0 Hold
176
– – ﹤0.01% 827
2022
Q2 		$0 Hold
176
– – ﹤0.01% 818
2022
Q1 		$1K Hold
176
– – ﹤0.01% 834
2021
Q4 		$1K Hold
176
– – ﹤0.01% 807
2021
Q3 		$1K Hold
176
– – ﹤0.01% 821
2021
Q2 		$2K Hold
176
– – ﹤0.01% 757
2021
Q1 		$1K Buy
+176
New +$1.97K ﹤0.01% 746

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return