WealthPLAN Partners’s BlackBerry BB Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-660	Closed	-$3.65K	–	375
2023 Q2	$3.65K	Hold	660	–	–	﹤0.01%	965
2023 Q1	$3.01K	Buy	+660	New	+$2.62K	﹤0.01%	1074
2016 Q3	$1.15K	Sell	150 -60	-29%	-$451	﹤0.01%	891
2016 Q2	$1.01K	Buy	+210	New	+$1.47K	﹤0.01%	2331
2015 Q4	$1.39K	Buy	+270	New	+$2.08K	﹤0.01%	1522
2015 Q2	$0	Buy	+60	New	+$581	﹤0.01%	431

Other funds holding BB

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

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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 Investments

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