Creative Planning
BLDP

Creative Planning’s Ballard Power Systems BLDP Stock Holding History

Creative Planning’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
-1,225
Closed -$4.5K – 2787
2023
Q3 		$4.5K Buy
+1,225
New +$5.25K ﹤0.01% 2732
2023
Q1 		– Sell
-10,682
Closed -$51.2K – 2664
2022
Q4 		$51.2K Buy
10,682
+423
+4% +$2.4K ﹤0.01% 2226
2022
Q3 		$63K Buy
+10,259
New +$76.7K ﹤0.01% 2099
2022
Q2 		– Sell
-11,509
Closed -$134K – 2305
2022
Q1 		$134K Buy
+11,509
New +$123K ﹤0.01% 1953
2021
Q2 		– Sell
-12,736
Closed -$310K – 2125
2021
Q1 		$310K Sell
12,736
-11,869
-48% -$355K ﹤0.01% 1780
2020
Q4 		$576K Buy
24,605
+11,699
+91% +$215K ﹤0.01% 1236
2020
Q3 		$195K Buy
12,906
+2,797
+28% +$45K ﹤0.01% 1692
2020
Q2 		$156K Buy
+10,109
New +$111K ﹤0.01% 1582
2017
Q3 		– Sell
-20,499
Closed -$59K – 2094
2017
Q2 		$59K Buy
20,499
+11,250
+122% +$31.7K ﹤0.01% 2386
2017
Q1 		$21K Sell
9,249
-645
-7% -$1.29K ﹤0.01% 3087
2016
Q4 		$16K Buy
9,894
+550
+6% +$1.1K ﹤0.01% 3208
2016
Q3 		$21K Hold
9,344
– – ﹤0.01% 3025
2016
Q2 		$12K Sell
9,344
-2,000
-18% -$2.77K ﹤0.01% 3114
2016
Q1 		$16K Sell
11,344
-1,200
-10% -$1.63K ﹤0.01% 2903
2015
Q4 		$20K Sell
12,544
-1,900
-13% -$2.69K ﹤0.01% 2842
2015
Q3 		$17K Buy
14,444
+2,400
+20% +$3.26K ﹤0.01% 2840
2015
Q2 		$25K Buy
12,044
+2,414
+25% +$5.31K ﹤0.01% 1059
2015
Q1 		$20K Buy
9,630
+2,030
+27% +$4.1K ﹤0.01% 2701
2014
Q4 		$15K Buy
7,600
+1,000
+15% +$2.45K ﹤0.01% 2848
2014
Q3 		$21K Buy
6,600
+800
+14% +$3.01K ﹤0.01% 2508
2014
Q2 		$24K Hold
5,800
– – ﹤0.01% 2374
2014
Q1 		$26K Buy
5,800
+4,382
+309% +$14.1K ﹤0.01% 2217
2013
Q4 		$0 Buy
1,418
+18
+1% +$26 ﹤0.01% 3322
2013
Q3 		$2K Sell
1,400
-100
-7% -$179 ﹤0.01% 2968
2013
Q2 		$3K Buy
+1,500
New +$1.92K ﹤0.01% 2693

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

Creative Planning's BLDP Position: Q4 2023 in Review

Creative Planning sold out of Ballard Power Systems (BLDP) in Q4 2023, closing a stake of 1,225 shares — an estimated $4.5K sold.

Creative Planning first reported a position in BLDP in Q2 2013 and held it in 25 quarters. The position peaked at $576K in Q4 2020. 183 funds tracked by Wall St. Rank hold BLDP as of Q4 2023.

  • Creative Planning reported no remaining Ballard Power Systems position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 1,225 Ballard Power Systems shares in Q4 2023, an estimated $4.5K.
  • Creative Planning first reported a position in Ballard Power Systems in Q2 2013 and held it in 25 quarters.
  • Creative Planning's Ballard Power Systems position peaked at $576K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.