Accel Wealth Management’s Bloom Energy BE Stock Holding History

Accel Wealth Management’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-475	Closed	-$9.47K	–	233
2023 Q1	$9.47K	Hold	475	–	–	﹤0.01%	909
2022 Q4	$9.08K	Hold	475	–	–	﹤0.01%	733
2022 Q3	$10K	Hold	475	–	–	0.01%	724
2022 Q2	$8K	Hold	475	–	–	﹤0.01%	737
2022 Q1	$12K	Hold	475	–	–	0.01%	673
2021 Q4	$10K	Hold	475	–	–	﹤0.01%	709
2021 Q3	$9K	Hold	475	–	–	0.01%	658
2021 Q2	$13K	Buy	+475	New	+$11.5K	0.01%	637

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's BE Position: Q2 2023 in Review

Accel Wealth Management sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 475 shares — an estimated $9.47K sold.

Accel Wealth Management first reported a position in BE in Q2 2021 and held it in 8 quarters. The position peaked at $13K in Q2 2021. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Accel Wealth Management reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 475 Bloom Energy shares in Q2 2023, an estimated $9.47K.
Accel Wealth Management first reported a position in Bloom Energy in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's Bloom Energy position peaked at $13K in Q2 2021.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.