Capasso Planning Partners’s Ballard Power Systems BLDP Stock Holding History

Capasso Planning Partners’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
2023 Q4	–	Sell	-15,500	Closed	-$56.9K	–	101
2023 Q3	$56.9K	Sell	15,500 -11,000	-42%	-$47.2K	0.03%	95
2023 Q2	$116K	Hold	26,500	–	–	0.06%	95
2023 Q1	$148K	Hold	26,500	–	–	0.09%	93
2022 Q4	$127K	Hold	26,500	–	–	0.08%	98
2022 Q3	$162K	Buy	26,500 +11,000	+71%	+$82.3K	0.11%	86
2022 Q2	$98K	Buy	+15,500	New	+$124K	0.07%	86

Other funds holding BLDP

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capasso Planning Partners's BLDP Position: Q4 2023 in Review

Capasso Planning Partners sold out of Ballard Power Systems (BLDP) in Q4 2023, closing a stake of 15,500 shares — an estimated $56.9K sold.

Capasso Planning Partners first reported a position in BLDP in Q2 2022 and held it in 6 quarters. The position peaked at $162K in Q3 2022. 183 funds tracked by Wall St. Rank hold BLDP as of Q4 2023.

Capasso Planning Partners reported no remaining Ballard Power Systems position as of Q4 2023 after selling out during the quarter.
Capasso Planning Partners sold 15,500 Ballard Power Systems shares in Q4 2023, an estimated $56.9K.
Capasso Planning Partners first reported a position in Ballard Power Systems in Q2 2022 and held it in 6 quarters.
Capasso Planning Partners's Ballard Power Systems position peaked at $162K in Q3 2022.
183 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2023.

Based on Capasso Planning Partners's 13F filing for Q4 2023, filed 26 Jan 2024.