American Portfolios Advisors’s Bloom Energy BE Stock Holding History

American Portfolios 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
2022 Q3	$45.2K	Hold	2,260	–	–	﹤0.01%	1771
2022 Q2	$37.3K	Sell	2,260 -300	-12%	-$5.49K	﹤0.01%	1923
2022 Q1	$61.8K	Buy	2,560 +60	+2%	+$1.17K	﹤0.01%	1778
2021 Q4	$54.8K	Sell	2,500 -250	-9%	-$6.32K	﹤0.01%	1822
2021 Q3	$51.5K	Buy	2,750 +950	+53%	+$20.1K	﹤0.01%	1764
2021 Q2	$48.4K	Buy	1,800 +300	+20%	+$7.28K	﹤0.01%	1741
2021 Q1	$40.6K	Buy	1,500 +37	+3%	+$1.21K	﹤0.01%	1698
2020 Q4	$41.9K	Sell	1,463 -785	-35%	-$16.8K	﹤0.01%	1485
2020 Q3	$40.4K	Sell	2,248 -1,050	-32%	-$15.7K	﹤0.01%	1402
2020 Q2	$35.9K	Hold	3,298	–	–	﹤0.01%	1413
2020 Q1	$17.2K	Buy	3,298 +535	+19%	+$4.54K	﹤0.01%	1586
2019 Q4	$20.6K	Sell	2,763 -75	-3%	-$364	﹤0.01%	1706
2019 Q3	$9.22K	Buy	2,838 +712	+33%	+$5.32K	﹤0.01%	1960
2019 Q2	$26.1K	Buy	2,126 +209	+11%	+$2.56K	﹤0.01%	1561
2019 Q1	$24.8K	Buy	1,917 +467	+32%	+$5.71K	﹤0.01%	1507
2018 Q4	$14.5K	Buy	+1,450	New	+$28K	﹤0.01%	1491

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

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

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

American Portfolios Advisors's BE Position: Q3 2022 in Review

American Portfolios Advisors held its Bloom Energy (BE) position steady in Q3 2022 at 2,260 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

American Portfolios Advisors first reported a position in BE in Q4 2018 and has held it in 16 quarters since. The position peaked at $61.8K in Q1 2022. 309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

American Portfolios Advisors held 2,260 shares of Bloom Energy worth $45.2K as of Q3 2022.
American Portfolios Advisors left its Bloom Energy share count unchanged in Q3 2022.
Bloom Energy made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1771 holding.
American Portfolios Advisors first reported a position in Bloom Energy in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's Bloom Energy position peaked at $61.8K in Q1 2022.
309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.