AWA
BLDP

Arete Wealth Advisors’s Ballard Power Systems BLDP Stock Holding History

Arete Wealth Advisors’s Portfolio BLDP Stock Details BLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,150
Closed -$30K – 766
2025
Q3 		$30K Hold
11,150
– – ﹤0.01% 760
2025
Q2 		$18K Sell
11,150
-400
-3% -$535 ﹤0.01% 717
2025
Q1 		$13K Sell
11,550
-30
-0.3% -$42 ﹤0.01% 714
2024
Q4 		$19K Buy
11,580
+1,530
+15% +$2.38K ﹤0.01% 740
2024
Q3 		$18K Sell
10,050
-2,530
-20% -$5.06K ﹤0.01% 698
2024
Q2 		$28K Buy
+12,580
New +$35.8K ﹤0.01% 712
2024
Q1 		– Sell
-13,080
Closed -$48.4K – 422
2023
Q4 		$48.4K Hold
13,080
– – ﹤0.01% 718
2023
Q3 		$48K Buy
+13,080
New +$56.1K 0.01% 482
2023
Q2 		– Sell
-13,580
Closed -$76K – 679
2023
Q1 		$76K Hold
13,580
– – 0.01% 615
2022
Q4 		$65M Buy
+13,580
New +$77.1K 0.01% 596

Other funds holding BLDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return