Core Wealth Advisors (Florida)’s Ballard Power Systems BLDP Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q1	–	Sell	-2,000	Closed	-$7.4K	–	262
2023 Q4	$7.4K	Hold	2,000	–	–	﹤0.01%	201
2023 Q3	$7.34K	Hold	2,000	–	–	﹤0.01%	182
2023 Q2	$8.72K	Hold	2,000	–	–	﹤0.01%	166
2023 Q1	$11.1K	Hold	2,000	–	–	﹤0.01%	145
2022 Q4	$9.58K	Hold	2,000	–	–	﹤0.01%	165
2022 Q3	$12K	Hold	2,000	–	–	0.01%	130
2022 Q2	$13K	Hold	2,000	–	–	0.01%	129
2022 Q1	$23K	Hold	2,000	–	–	0.01%	110
2021 Q4	$25K	Hold	2,000	–	–	0.01%	118
2021 Q3	$28K	Buy	+2,000	New	+$31.7K	0.02%	99

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BLDP Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Ballard Power Systems (BLDP) in Q1 2024, closing a stake of 2,000 shares — an estimated $7.4K sold.

Core Wealth Advisors (Florida) first reported a position in BLDP in Q3 2021 and held it in 10 quarters. The position peaked at $28K in Q3 2021. 165 funds tracked by Wall St. Rank hold BLDP as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining Ballard Power Systems position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2,000 Ballard Power Systems shares in Q1 2024, an estimated $7.4K.
Core Wealth Advisors (Florida) first reported a position in Ballard Power Systems in Q3 2021 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s Ballard Power Systems position peaked at $28K in Q3 2021.
165 funds tracked by Wall St. Rank held Ballard Power Systems as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.