WealthStone’s BlackBerry BB Stock Holding History

WealthStone’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
2021 Q1	$129K	Buy	15,347 +1,320	+9%	+$14.8K	0.05%	263
2020 Q4	$93K	Buy	14,027 +2,655	+23%	+$15.7K	0.03%	240
2020 Q3	$52K	Buy	+11,372	New	+$55.1K	0.02%	192

Other funds holding BB

FFH

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

EMG

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

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthStone's BB Position: Q1 2021 in Review

WealthStone increased its BlackBerry (BB) stake by 9.4% in Q1 2021, buying an estimated $14.8K and bringing the position to 15,347 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #263.

WealthStone first reported a position in BB in Q3 2020 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold BB as of Q1 2021.

WealthStone held 15,347 shares of BlackBerry worth $129K as of Q1 2021.
WealthStone bought 1,320 BlackBerry shares in Q1 2021, an estimated $14.8K.
BlackBerry made up 0.05% of WealthStone's portfolio in Q1 2021, its #263 holding.
WealthStone first reported a position in BlackBerry in Q3 2020 and has held it in 3 quarters since.
277 funds tracked by Wall St. Rank held BlackBerry as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.