Axa
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Axa’s Bloom Energy BE Stock Holding History

Axa’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
2021
Q1 		– Sell
-161,125
Closed -$4.62M – 1213
2020
Q4 		$4.62M Buy
+161,125
New +$3.44M 0.01% 709

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Axa's BE Position: Q1 2021 in Review

Axa sold out of Bloom Energy (BE) in Q1 2021, closing a stake of 161,125 shares — an estimated $4.62M sold.

Axa first reported a position in BE in Q4 2020 and held it in 1 quarter. The position peaked at $4.62M in Q4 2020. 281 funds tracked by Wall St. Rank hold BE as of Q1 2021.

  • Axa reported no remaining Bloom Energy position as of Q1 2021 after selling out during the quarter.
  • Axa sold 161,125 Bloom Energy shares in Q1 2021, an estimated $4.62M.
  • Axa first reported a position in Bloom Energy in Q4 2020 and held it in 1 quarter.
  • Axa's Bloom Energy position peaked at $4.62M in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Axa's 13F filing for Q1 2021, filed 14 May 2021.