OIA
BLDP

Optimum Investment Advisors’s Ballard Power Systems BLDP Stock Holding History

Optimum Investment Advisors’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
2020
Q2 		– Sell
-4,000
Closed -$30K – 869
2020
Q1 		$30K Buy
+4,000
New +$38.9K 0.01% 496
2014
Q3 		– Sell
-200
Closed -$1K – 922
2014
Q2 		$1K Hold
200
– – ﹤0.01% 906
2014
Q1 		$1K Hold
200
– – ﹤0.01% 729
2013
Q4 		$0 Buy
+200
New +$285 ﹤0.01% 753

Other funds holding BLDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Optimum Investment Advisors's BLDP Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Ballard Power Systems (BLDP) in Q2 2020, closing a stake of 4,000 shares — an estimated $30K sold.

Optimum Investment Advisors first reported a position in BLDP in Q4 2013 and held it in 4 quarters. The position peaked at $30K in Q1 2020. 149 funds tracked by Wall St. Rank hold BLDP as of Q2 2020.

  • Optimum Investment Advisors reported no remaining Ballard Power Systems position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 4,000 Ballard Power Systems shares in Q2 2020, an estimated $30K.
  • Optimum Investment Advisors first reported a position in Ballard Power Systems in Q4 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's Ballard Power Systems position peaked at $30K in Q1 2020.
  • 149 funds tracked by Wall St. Rank held Ballard Power Systems as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.