SWM
BB icon

Spire Wealth Management’s BlackBerry BB Stock Holding History

Spire 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
Q2 		– Sell
-1,215
Closed -$9K – 2656
2022
Q1 		$9K Buy
1,215
+350
+40% +$2.64K ﹤0.01% 2054
2021
Q4 		$8K Buy
865
+50
+6% +$501 ﹤0.01% 2434
2021
Q3 		$8K Buy
815
+250
+44% +$2.62K ﹤0.01% 2146
2021
Q2 		$7K Sell
565
-710
-56% -$7.44K ﹤0.01% 2216
2021
Q1 		$12K Buy
+1,275
New +$14.3K ﹤0.01% 2348

Other funds holding BB

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Spire Wealth Management's BB Position: Q2 2022 in Review

Spire Wealth Management sold out of BlackBerry (BB) in Q2 2022, closing a stake of 1,215 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in BB in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 255 funds tracked by Wall St. Rank hold BB as of Q2 2022.

  • Spire Wealth Management reported no remaining BlackBerry position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,215 BlackBerry shares in Q2 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in BlackBerry in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's BlackBerry position peaked at $12K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held BlackBerry as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.