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Advanced Asset Management Advisors’s Bloom Energy BE Stock Holding History

Advanced Asset Management Advisors’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
Q1 		– Sell
-250
Closed -$4.78K – 112
2022
Q4 		$4.78K Buy
+250
New +$4.91K ﹤0.01% 200

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Advanced Asset Management Advisors's BE Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 250 shares — an estimated $4.78K sold.

Advanced Asset Management Advisors first reported a position in BE in Q4 2022 and held it in 1 quarter. The position peaked at $4.78K in Q4 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 250 Bloom Energy shares in Q1 2023, an estimated $4.78K.
  • Advanced Asset Management Advisors first reported a position in Bloom Energy in Q4 2022 and held it in 1 quarter.
  • Advanced Asset Management Advisors's Bloom Energy position peaked at $4.78K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.