CT
BLDP

Caldwell Trust’s Ballard Power Systems BLDP Stock Holding History

Caldwell Trust’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
2020
Q1 		– Sell
-100
Closed -$718 – 799
2019
Q4 		$718 Buy
+100
New +$610 ﹤0.01% 793

Other funds holding BLDP

Morgan Stanley
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caldwell Trust's BLDP Position: Q1 2020 in Review

Caldwell Trust sold out of Ballard Power Systems (BLDP) in Q1 2020, closing a stake of 100 shares — an estimated $718 sold.

Caldwell Trust first reported a position in BLDP in Q4 2019 and held it in 1 quarter. The position peaked at $718 in Q4 2019. 121 funds tracked by Wall St. Rank hold BLDP as of Q1 2020.

  • Caldwell Trust reported no remaining Ballard Power Systems position as of Q1 2020 after selling out during the quarter.
  • Caldwell Trust sold 100 Ballard Power Systems shares in Q1 2020, an estimated $718.
  • Caldwell Trust first reported a position in Ballard Power Systems in Q4 2019 and held it in 1 quarter.
  • Caldwell Trust's Ballard Power Systems position peaked at $718 in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Ballard Power Systems as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.