Adirondack Retirement Specialists’s Bloom Energy BE Stock Holding History

Adirondack Retirement Specialists’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 Q3	–	Sell	-100	Closed	-$1.64K	–	40
2023 Q2	$1.64K	Hold	100	–	–	﹤0.01%	107
2023 Q1	$1.91K	Hold	100	–	–	﹤0.01%	113
2022 Q4	$1.91K	Hold	100	–	–	﹤0.01%	94
2022 Q3	$2K	Buy	+100	New	+$2.25K	﹤0.01%	91

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Adirondack Retirement Specialists's BE Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Bloom Energy (BE) in Q3 2023, closing a stake of 100 shares — an estimated $1.64K sold.

Adirondack Retirement Specialists first reported a position in BE in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

Adirondack Retirement Specialists reported no remaining Bloom Energy position as of Q3 2023 after selling out during the quarter.
Adirondack Retirement Specialists sold 100 Bloom Energy shares in Q3 2023, an estimated $1.64K.
Adirondack Retirement Specialists first reported a position in Bloom Energy in Q3 2022 and held it in 4 quarters.
Adirondack Retirement Specialists's Bloom Energy position peaked at $2K in Q3 2022.
311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.