Baystate Wealth Management’s Bloom Energy BE Stock Holding History

Baystate Wealth Management’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
2023 Q4	$3.08K	Hold	208	–	–	﹤0.01%	989
2023 Q3	$2.76K	Hold	208	–	–	﹤0.01%	768
2023 Q2	$3.4K	Buy	208 +84	+68%	+$1.36K	﹤0.01%	768
2023 Q1	$2.47K	Hold	124	–	–	﹤0.01%	800
2022 Q4	$2K	Buy	+124	New	+$2.44K	﹤0.01%	776
2020 Q4	–	Sell	-200	Closed	-$4K	–	684
2020 Q3	$4K	Buy	+200	New	+$2.98K	﹤0.01%	469

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Baystate Wealth Management's BE Position: Q4 2023 in Review

Baystate Wealth Management held its Bloom Energy (BE) position steady in Q4 2023 at 208 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Baystate Wealth Management first reported a position in BE in Q3 2020 and has held it in 6 quarters since. The position peaked at $4K in Q3 2020. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Baystate Wealth Management held 208 shares of Bloom Energy worth $3.08K as of Q4 2023.
Baystate Wealth Management left its Bloom Energy share count unchanged in Q4 2023.
Bloom Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #989 holding.
Baystate Wealth Management first reported a position in Bloom Energy in Q3 2020 and has held it in 6 quarters since.
Baystate Wealth Management's Bloom Energy position peaked at $4K in Q3 2020.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.