TWM
BLDP

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

Tradition 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
2024
Q1 		– Sell
-900
Closed -$3K – 472
2023
Q4 		$3K Hold
900
– – ﹤0.01% 1216
2023
Q3 		$3K Hold
900
– – ﹤0.01% 1279
2023
Q2 		$4K Hold
900
– – ﹤0.01% 1247
2023
Q1 		$5K Hold
900
– – ﹤0.01% 1138
2022
Q4 		$4K Buy
+900
New +$5.11K ﹤0.01% 1070

Other funds holding BLDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tradition Wealth Management's BLDP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Ballard Power Systems (BLDP) in Q1 2024, closing a stake of 900 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BLDP in Q4 2022 and held it in 5 quarters. The position peaked at $5K in Q1 2023. 165 funds tracked by Wall St. Rank hold BLDP as of Q1 2024.

  • Tradition Wealth Management reported no remaining Ballard Power Systems position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 900 Ballard Power Systems shares in Q1 2024, an estimated $3K.
  • Tradition Wealth Management first reported a position in Ballard Power Systems in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's Ballard Power Systems position peaked at $5K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Ballard Power Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.