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Baltimore-Washington Financial Advisors’s Bloom Energy BE Stock Holding History

Baltimore-Washington Financial 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
2020
Q3 		– Sell
-228,906
Closed -$18K – 115
2020
Q2 		$18K Buy
+228,906
New +$1.79M ﹤0.01% 126
2020
Q1 		– Sell
-15,900
Closed -$118K – 114
2019
Q4 		$118K Buy
+15,900
New +$77.1K 0.02% 115

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BE Position: Q3 2020 in Review

Baltimore-Washington Financial Advisors sold out of Bloom Energy (BE) in Q3 2020, closing a stake of 228,906 shares — an estimated $18K sold.

Baltimore-Washington Financial Advisors first reported a position in BE in Q4 2019 and held it in 2 quarters. The position peaked at $118K in Q4 2019. 204 funds tracked by Wall St. Rank hold BE as of Q3 2020.

  • Baltimore-Washington Financial Advisors reported no remaining Bloom Energy position as of Q3 2020 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 228,906 Bloom Energy shares in Q3 2020, an estimated $18K.
  • Baltimore-Washington Financial Advisors first reported a position in Bloom Energy in Q4 2019 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Bloom Energy position peaked at $118K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2020.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.