Selective Wealth Management’s Ballard Power Systems BLDP Stock Holding History

Selective Wealth Management’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	-40	Closed	–	–	186
2022 Q3	$0	Hold	40	–	–	﹤0.01%	763
2022 Q2	$0	Hold	40	–	–	﹤0.01%	760
2022 Q1	$0	Hold	40	–	–	﹤0.01%	729
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	620
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	551
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	468
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	368
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	353
2020 Q3	$1K	Sell	40 -200	-83%	-$3.22K	﹤0.01%	294
2020 Q2	$4K	Sell	240 -400	-63%	-$4.38K	﹤0.01%	316
2020 Q1	$5K	Buy	640 +400	+167%	+$3.89K	0.01%	197
2019 Q4	$2K	Hold	240	–	–	﹤0.01%	279
2019 Q3	$1K	Buy	+240	New	+$1.09K	﹤0.01%	313
2018 Q3	$1K	Buy	+340	New	+$1.13K	0.01%	151

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 $3.37T AUM 44.26% 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

Selective Wealth Management's BLDP Position: Q4 2022 in Review

Selective Wealth Management sold out of Ballard Power Systems (BLDP) in Q4 2022, closing a stake of 40 shares.

Selective Wealth Management first reported a position in BLDP in Q3 2018 and held it in 14 quarters. The position peaked at $5K in Q1 2020. 189 funds tracked by Wall St. Rank hold BLDP as of Q4 2022.

Selective Wealth Management reported no remaining Ballard Power Systems position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 40 Ballard Power Systems shares in Q4 2022.
Selective Wealth Management first reported a position in Ballard Power Systems in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Ballard Power Systems position peaked at $5K in Q1 2020.
189 funds tracked by Wall St. Rank held Ballard Power Systems as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.