ARIS
BE icon

Advanced Research Investment Solutions’s Bloom Energy BE Stock Holding History

Advanced Research Investment Solutions’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
2020
Q4 		– Sell
-1,200
Closed -$22K – 68
2020
Q3 		$22K Hold
1,200
– – 0.04% 15
2020
Q2 		$13.1K Buy
+1,200
New +$9.37K 0.03% 13

Other funds holding BE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Advanced Research Investment Solutions's BE Position: Q4 2020 in Review

Advanced Research Investment Solutions sold out of Bloom Energy (BE) in Q4 2020, closing a stake of 1,200 shares — an estimated $22K sold.

Advanced Research Investment Solutions first reported a position in BE in Q2 2020 and held it in 2 quarters. The position peaked at $22K in Q3 2020. 261 funds tracked by Wall St. Rank hold BE as of Q4 2020.

  • Advanced Research Investment Solutions reported no remaining Bloom Energy position as of Q4 2020 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,200 Bloom Energy shares in Q4 2020, an estimated $22K.
  • Advanced Research Investment Solutions first reported a position in Bloom Energy in Q2 2020 and held it in 2 quarters.
  • Advanced Research Investment Solutions's Bloom Energy position peaked at $22K in Q3 2020.
  • 261 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2020.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.