Corient Private Wealth’s Ballard Power Systems BLDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-53,477
Closed -$120K 2475
2024
Q2
$120K Buy
+53,477
New +$152K ﹤0.01% 2189
2023
Q3
Sell
-117,477
Closed -$512K 2152
2023
Q2
$512K Hold
117,477
﹤0.01% 1441
2023
Q1
$654K Buy
117,477
+52,400
+81% +$302K ﹤0.01% 1264
2022
Q4
$312K Buy
+65,077
New +$369K ﹤0.01% 1319

Other funds holding BLDP

Corient Private Wealth's BLDP Position: Q3 2024 in Review

Corient Private Wealth sold out of Ballard Power Systems (BLDP) in Q3 2024, closing a stake of 53,477 shares — an estimated $120K sold.

Corient Private Wealth first reported a position in BLDP in Q4 2022 and held it in 4 quarters. The position peaked at $654K in Q1 2023. 146 funds tracked by Wall St. Rank hold BLDP as of Q3 2024.

  • Corient Private Wealth reported no remaining Ballard Power Systems position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 53,477 Ballard Power Systems shares in Q3 2024, an estimated $120K.
  • Corient Private Wealth first reported a position in Ballard Power Systems in Q4 2022 and held it in 4 quarters.
  • Corient Private Wealth's Ballard Power Systems position peaked at $654K in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Ballard Power Systems as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.