AWM
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Avior Wealth Management’s Ballard Power Systems BLDP Stock Holding History

Avior Wealth Management’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
2021
Q2 		– Sell
-300
Closed -$7K – 1032
2021
Q1 		$7K Sell
300
-450
-60% -$13.5K ﹤0.01% 798
2020
Q4 		$17K Buy
+750
New +$13.8K ﹤0.01% 635

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Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
M
Mirova Paris, France $2.71B AUM 27.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Avior Wealth Management's BLDP Position: Q2 2021 in Review

Avior Wealth Management sold out of Ballard Power Systems (BLDP) in Q2 2021, closing a stake of 300 shares — an estimated $7K sold.

Avior Wealth Management first reported a position in BLDP in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 241 funds tracked by Wall St. Rank hold BLDP as of Q2 2021.

  • Avior Wealth Management reported no remaining Ballard Power Systems position as of Q2 2021 after selling out during the quarter.
  • Avior Wealth Management sold 300 Ballard Power Systems shares in Q2 2021, an estimated $7K.
  • Avior Wealth Management first reported a position in Ballard Power Systems in Q4 2020 and held it in 2 quarters.
  • Avior Wealth Management's Ballard Power Systems position peaked at $17K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Ballard Power Systems as of Q2 2021.

Based on Avior Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.