Wealth Enhancement Advisory Services
BB icon

Wealth Enhancement Advisory Services’s BlackBerry BB Stock Holding History

Wealth Enhancement Advisory Services’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
-150,600
Closed -$22.6K – 3665
2025
Q3 		$22.6K Buy
150,600
+80,600
+115% +$320K ﹤0.01% 3500
2025
Q2 		$16.1K Buy
70,000
+35,000
+100% +$132K ﹤0.01% 3321
2025
Q1 		$10.8K Buy
35,000
+25,000
+250% +$114K ﹤0.01% 2952
2024
Q4 		$7K Buy
+10,000
New +$26.6K ﹤0.01% 2937

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F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's BB Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of BlackBerry (BB) in Q1 2026, closing a stake of 43,493 shares — an estimated $170K sold.

Wealth Enhancement Advisory Services first reported a position in BB in Q4 2023 and held it in 9 quarters. The position peaked at $185K in Q1 2025. 220 funds tracked by Wall St. Rank hold BB as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining BlackBerry position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 43,493 BlackBerry shares in Q1 2026, an estimated $170K.
  • Wealth Enhancement Advisory Services first reported a position in BlackBerry in Q4 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's BlackBerry position peaked at $185K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held BlackBerry as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.