NFG
BLDP

Next Financial Group’s Ballard Power Systems BLDP Stock Holding History

Next Financial Group’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
Q4 		$6K Sell
490
-125
-20% -$1.89K ﹤0.01% 2352
2021
Q3 		$9K Hold
615
– – ﹤0.01% 2052
2021
Q2 		$11K Sell
615
-40
-6% -$744 ﹤0.01% 1942
2021
Q1 		$16K Buy
655
+40
+7% +$1.2K ﹤0.01% 1715
2020
Q4 		$14K Hold
615
– – ﹤0.01% 1657
2020
Q3 		$9K Buy
+615
New +$9.9K ﹤0.01% 1656
2020
Q2 		– Sell
-490
Closed -$4K – 750
2020
Q1 		$4K Buy
+490
New +$4.76K ﹤0.01% 1743

Other funds holding BLDP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M
Mirova Paris, France $2.46B AUM 11.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Next Financial Group's BLDP Position: Q4 2021 in Review

Next Financial Group reduced its Ballard Power Systems (BLDP) stake by 20% in Q4 2021, selling an estimated $1.89K and leaving 490 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Next Financial Group first reported a position in BLDP in Q1 2020 and has held it in 7 quarters since. The position peaked at $16K in Q1 2021. 246 funds tracked by Wall St. Rank hold BLDP as of Q4 2021.

  • Next Financial Group held 490 shares of Ballard Power Systems worth $6K as of Q4 2021.
  • Next Financial Group sold 125 Ballard Power Systems shares in Q4 2021, an estimated $1.89K.
  • Ballard Power Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2352 holding.
  • Next Financial Group first reported a position in Ballard Power Systems in Q1 2020 and has held it in 7 quarters since.
  • Next Financial Group's Ballard Power Systems position peaked at $16K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.