Avantax Advisory Services’s Bloom Energy BE Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-10,147	Closed	-$76K	–	805
2019 Q4	$76K	Buy	+10,147	New	+$49.2K	﹤0.01%	806

Other funds holding BE

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's BE Position: Q1 2020 in Review

Avantax Advisory Services sold out of Bloom Energy (BE) in Q1 2020, closing a stake of 10,147 shares — an estimated $76K sold.

Avantax Advisory Services first reported a position in BE in Q4 2019 and held it in 1 quarter. The position peaked at $76K in Q4 2019. 154 funds tracked by Wall St. Rank hold BE as of Q1 2020.

Avantax Advisory Services reported no remaining Bloom Energy position as of Q1 2020 after selling out during the quarter.
Avantax Advisory Services sold 10,147 Bloom Energy shares in Q1 2020, an estimated $76K.
Avantax Advisory Services first reported a position in Bloom Energy in Q4 2019 and held it in 1 quarter.
Avantax Advisory Services's Bloom Energy position peaked at $76K in Q4 2019.
154 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.