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Mark Sheptoff Financial Planning’s Ballard Power Systems BLDP Stock Holding History

Mark Sheptoff Financial 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
2021
Q3 		– Sell
-500
Closed -$9K – 395
2021
Q2 		$9K Sell
500
-400
-44% -$7.44K ﹤0.01% 332
2021
Q1 		$22K Sell
900
-100
-10% -$2.99K 0.01% 220
2020
Q4 		$23K Buy
+1,000
New +$18.4K 0.01% 205

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
M
Mirova Paris, France $2.71B AUM 27.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's BLDP Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Ballard Power Systems (BLDP) in Q3 2021, closing a stake of 500 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in BLDP in Q4 2020 and held it in 3 quarters. The position peaked at $23K in Q4 2020. 248 funds tracked by Wall St. Rank hold BLDP as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Ballard Power Systems position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Ballard Power Systems shares in Q3 2021, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in Ballard Power Systems in Q4 2020 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Ballard Power Systems position peaked at $23K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Ballard Power Systems as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.