UCFA
BLDP

United Capital Financial Advisors’s Ballard Power Systems BLDP Stock Holding History

United Capital Financial 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
2021
Q2 		– Sell
-22,391
Closed -$545K – 1223
2021
Q1 		$545K Buy
+22,391
New +$669K ﹤0.01% 824

Other funds holding BLDP

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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
M
Mirova Paris, France $2.46B AUM 11.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

United Capital Financial Advisors's BLDP Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Ballard Power Systems (BLDP) in Q2 2021, closing a stake of 22,391 shares — an estimated $545K sold.

United Capital Financial Advisors first reported a position in BLDP in Q1 2021 and held it in 1 quarter. The position peaked at $545K in Q1 2021. 241 funds tracked by Wall St. Rank hold BLDP as of Q2 2021.

  • United Capital Financial Advisors reported no remaining Ballard Power Systems position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 22,391 Ballard Power Systems shares in Q2 2021, an estimated $545K.
  • United Capital Financial Advisors first reported a position in Ballard Power Systems in Q1 2021 and held it in 1 quarter.
  • United Capital Financial Advisors's Ballard Power Systems position peaked at $545K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Ballard Power Systems as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.