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

FFH

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

FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

WealthPLAN Partners's BB Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlackBerry (BB) in Q3 2023, closing a stake of 660 shares — an estimated $3.65K sold.

WealthPLAN Partners first reported a position in BB in Q2 2015 and held it in 6 quarters. The position peaked at $3.65K in Q2 2023. 215 funds tracked by Wall St. Rank hold BB as of Q3 2023.

WealthPLAN Partners reported no remaining BlackBerry position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 660 BlackBerry shares in Q3 2023, an estimated $3.65K.
WealthPLAN Partners first reported a position in BlackBerry in Q2 2015 and held it in 6 quarters.
WealthPLAN Partners's BlackBerry position peaked at $3.65K in Q2 2023.
215 funds tracked by Wall St. Rank held BlackBerry as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.