CT
BLDP

Clearstead Trust’s Ballard Power Systems BLDP Stock Holding History

Clearstead 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
2023
Q4 		– Sell
-15
Closed -$56 – 421
2023
Q3 		$56 Hold
15
– – ﹤0.01% 445
2023
Q2 		$66 Hold
15
– – ﹤0.01% 389
2023
Q1 		$84 Hold
15
– – ﹤0.01% 372
2022
Q4 		$0 Hold
15
– – ﹤0.01% 382
2022
Q3 		$0 Buy
+15
New +$112 ﹤0.01% 371

Other funds holding BLDP

Vanguard Group
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Clearstead Trust's BLDP Position: Q4 2023 in Review

Clearstead Trust sold out of Ballard Power Systems (BLDP) in Q4 2023, closing a stake of 15 shares — an estimated $56 sold.

Clearstead Trust first reported a position in BLDP in Q3 2022 and held it in 5 quarters. The position peaked at $84 in Q1 2023. 183 funds tracked by Wall St. Rank hold BLDP as of Q4 2023.

  • Clearstead Trust reported no remaining Ballard Power Systems position as of Q4 2023 after selling out during the quarter.
  • Clearstead Trust sold 15 Ballard Power Systems shares in Q4 2023, an estimated $56.
  • Clearstead Trust first reported a position in Ballard Power Systems in Q3 2022 and held it in 5 quarters.
  • Clearstead Trust's Ballard Power Systems position peaked at $84 in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2023.

Based on Clearstead Trust's 13F filing for Q4 2023, filed 6 Feb 2024.