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Advisor Group’s Bloom Energy BE Stock Holding History

Advisor Group’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
2019
Q4 		$69K Sell
9,172
-2,380
-21% -$11.5K ﹤0.01% 3199
2019
Q3 		$38K Sell
11,552
-18,765
-62% -$140K ﹤0.01% 3570
2019
Q2 		$372K Buy
30,317
+10,470
+53% +$128K ﹤0.01% 1824
2019
Q1 		$257K Buy
19,847
+18,979
+2,187% +$232K ﹤0.01% 2067
2018
Q4 		$8K Sell
868
-523
-38% -$10.1K ﹤0.01% 4302
2018
Q3 		$47K Buy
+1,391
New +$38.9K ﹤0.01% 3340

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's BE Position: Q4 2019 in Review

Advisor Group reduced its Bloom Energy (BE) stake by 21% in Q4 2019, selling an estimated $11.5K and leaving 9,172 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Advisor Group first reported a position in BE in Q3 2018 and has held it in 6 quarters since. The position peaked at $372K in Q2 2019. 159 funds tracked by Wall St. Rank hold BE as of Q4 2019.

  • Advisor Group held 9,172 shares of Bloom Energy worth $69K as of Q4 2019.
  • Advisor Group sold 2,380 Bloom Energy shares in Q4 2019, an estimated $11.5K.
  • Bloom Energy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3199 holding.
  • Advisor Group first reported a position in Bloom Energy in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's Bloom Energy position peaked at $372K in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.