Bank Julius Baer & Co’s Bloom Energy BE Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-600	Closed	-$13K	–	608
2021 Q4	$13K	Sell	600 -15,319	-96%	-$387K	﹤0.01%	772
2021 Q3	$298K	Buy	15,919 +14,728	+1,237%	+$312K	﹤0.01%	502
2021 Q2	$32K	Buy	+1,191	New	+$28.9K	﹤0.01%	721
2021 Q1	–	Sell	-16,748	Closed	-$480K	–	821
2020 Q4	$480K	Buy	16,748 +2,248	+16%	+$48K	﹤0.01%	456
2020 Q3	$261K	Buy	+14,500	New	+$216K	﹤0.01%	470

Other funds holding BE

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank Julius Baer & Co's BE Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 600 shares — an estimated $13K sold.

Bank Julius Baer & Co first reported a position in BE in Q3 2020 and held it in 5 quarters. The position peaked at $480K in Q4 2020. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

Bank Julius Baer & Co reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 600 Bloom Energy shares in Q1 2022, an estimated $13K.
Bank Julius Baer & Co first reported a position in Bloom Energy in Q3 2020 and held it in 5 quarters.
Bank Julius Baer & Co's Bloom Energy position peaked at $480K in Q4 2020.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.