WR Wealth Planners’s BlackBerry BB Stock Holding History

WR Wealth Planners’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
2022 Q4	–	Sell	-14	Closed	-$66	–	506
2022 Q3	$66	Buy	+14	New	+$84	﹤0.01%	508

Other funds holding BB

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's BB Position: Q4 2022 in Review

WR Wealth Planners sold out of BlackBerry (BB) in Q4 2022, closing a stake of 14 shares — an estimated $66 sold.

WR Wealth Planners first reported a position in BB in Q3 2022 and held it in 1 quarter. The position peaked at $66 in Q3 2022. 229 funds tracked by Wall St. Rank hold BB as of Q4 2022.

WR Wealth Planners reported no remaining BlackBerry position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 14 BlackBerry shares in Q4 2022, an estimated $66.
WR Wealth Planners first reported a position in BlackBerry in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's BlackBerry position peaked at $66 in Q3 2022.
229 funds tracked by Wall St. Rank held BlackBerry as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.