Almanack Investment Partners’s Bloom Energy BE Stock Holding History

Almanack Investment Partners’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
2022 Q4	–	Sell	-200	Closed	-$4K	–	277
2022 Q3	$4K	Buy	+200	New	+$4.51K	﹤0.01%	601

Other funds holding BE

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Almanack Investment Partners's BE Position: Q4 2022 in Review

Almanack Investment Partners sold out of Bloom Energy (BE) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Almanack Investment Partners first reported a position in BE in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 328 funds tracked by Wall St. Rank hold BE as of Q4 2022.

Almanack Investment Partners reported no remaining Bloom Energy position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 200 Bloom Energy shares in Q4 2022, an estimated $4K.
Almanack Investment Partners first reported a position in Bloom Energy in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's Bloom Energy position peaked at $4K in Q3 2022.
328 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.