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

Carolina 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
2022 Q1	–	Sell	-95	Closed	-$1K	–	284
2021 Q4	$1K	Hold	95	–	–	﹤0.01%	255
2021 Q3	$1K	Hold	95	–	–	﹤0.01%	252
2021 Q2	$2K	Hold	95	–	–	﹤0.01%	257
2021 Q1	$2K	Hold	95	–	–	﹤0.01%	276
2020 Q4	$2K	Buy	+95	New	+$1.75K	﹤0.01%	213

Other funds holding BLDP

PIF

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carolina Wealth Advisors's BLDP Position: Q1 2022 in Review

Carolina Wealth Advisors sold out of Ballard Power Systems (BLDP) in Q1 2022, closing a stake of 95 shares — an estimated $1K sold.

Carolina Wealth Advisors first reported a position in BLDP in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 234 funds tracked by Wall St. Rank hold BLDP as of Q1 2022.

Carolina Wealth Advisors reported no remaining Ballard Power Systems position as of Q1 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 95 Ballard Power Systems shares in Q1 2022, an estimated $1K.
Carolina Wealth Advisors first reported a position in Ballard Power Systems in Q4 2020 and held it in 5 quarters.
Carolina Wealth Advisors's Ballard Power Systems position peaked at $2K in Q2 2021.
234 funds tracked by Wall St. Rank held Ballard Power Systems as of Q1 2022.

Based on Carolina Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.