Wealth Architects’s BlackBerry BB Stock Holding History

Wealth Architects’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
2020 Q4	–	Sell	-15,422	Closed	-$71K	–	163
2020 Q3	$71K	Hold	15,422	–	–	0.02%	145
2020 Q2	$75K	Buy	15,422 +32	+0.2%	+$145	0.02%	138
2020 Q1	$64K	Buy	15,390 +196	+1%	+$1.06K	0.02%	124
2019 Q4	$98K	Hold	15,194	–	–	0.03%	137
2019 Q3	$80K	Buy	+15,194	New	+$107K	0.02%	132
2019 Q2	–	Sell	-15,194	Closed	-$153K	–	130
2019 Q1	$153K	Hold	15,194	–	–	0.05%	134
2018 Q4	$108K	Buy	+15,194	New	+$134K	0.04%	122

Other funds holding BB

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Architects's BB Position: Q4 2020 in Review

Wealth Architects sold out of BlackBerry (BB) in Q4 2020, closing a stake of 15,422 shares — an estimated $71K sold.

Wealth Architects first reported a position in BB in Q4 2018 and held it in 7 quarters. The position peaked at $153K in Q1 2019. 279 funds tracked by Wall St. Rank hold BB as of Q4 2020.

Wealth Architects reported no remaining BlackBerry position as of Q4 2020 after selling out during the quarter.
Wealth Architects sold 15,422 BlackBerry shares in Q4 2020, an estimated $71K.
Wealth Architects first reported a position in BlackBerry in Q4 2018 and held it in 7 quarters.
Wealth Architects's BlackBerry position peaked at $153K in Q1 2019.
279 funds tracked by Wall St. Rank held BlackBerry as of Q4 2020.

Based on Wealth Architects's 13F filing for Q4 2020, filed 28 Jan 2021.