Falcon Wealth Planning’s Ballard Power Systems BLDP Stock Holding History

Falcon Wealth 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
2022 Q4	–	Sell	-35,103	Closed	-$215K	–	97
2022 Q3	$215K	Buy	35,103 +20,803	+145%	+$156K	0.07%	84
2022 Q2	$90K	Buy	+14,300	New	+$114K	0.03%	79

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Falcon Wealth Planning's BLDP Position: Q4 2022 in Review

Falcon Wealth Planning sold out of Ballard Power Systems (BLDP) in Q4 2022, closing a stake of 35,103 shares — an estimated $215K sold.

Falcon Wealth Planning first reported a position in BLDP in Q2 2022 and held it in 2 quarters. The position peaked at $215K in Q3 2022. 189 funds tracked by Wall St. Rank hold BLDP as of Q4 2022.

Falcon Wealth Planning reported no remaining Ballard Power Systems position as of Q4 2022 after selling out during the quarter.
Falcon Wealth Planning sold 35,103 Ballard Power Systems shares in Q4 2022, an estimated $215K.
Falcon Wealth Planning first reported a position in Ballard Power Systems in Q2 2022 and held it in 2 quarters.
Falcon Wealth Planning's Ballard Power Systems position peaked at $215K in Q3 2022.
189 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2022.

Based on Falcon Wealth Planning's 13F filing for Q4 2022, filed 20 Jan 2023.