Boyd Watterson Asset Management’s Bloom Energy BE Stock Holding History

Boyd Watterson Asset 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
2024 Q2	–	Sell	-1,500	Closed	-$16.9K	–	444
2024 Q1	$16.9K	Hold	1,500	–	–	0.01%	276
2023 Q4	$22.2K	Sell	1,500 -1,000	-40%	-$12.5K	0.01%	249
2023 Q3	$33.1K	Sell	2,500 -15,000	-86%	-$235K	0.01%	201
2023 Q2	$286K	Sell	17,500 -15,500	-47%	-$250K	0.11%	109
2023 Q1	$658K	Sell	33,000 -2,000	-6%	-$43.8K	0.27%	83
2022 Q4	$669K	Buy	35,000 +1,000	+3%	+$19.6K	0.28%	85
2022 Q3	$680K	Buy	34,000 +5,600	+20%	+$126K	0.31%	76
2022 Q2	$469K	Hold	28,400	–	–	0.2%	94
2022 Q1	$686K	Buy	28,400 +9,550	+51%	+$187K	0.25%	92
2021 Q4	$413K	Buy	+18,850	New	+$477K	0.14%	111
2019 Q3	–	Sell	-29,781	Closed	-$365K	–	113
2019 Q2	$365K	Buy	+29,781	New	+$365K	0.25%	90

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Boyd Watterson Asset Management's BE Position: Q2 2024 in Review

Boyd Watterson Asset Management sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 1,500 shares — an estimated $16.9K sold.

Boyd Watterson Asset Management first reported a position in BE in Q2 2019 and held it in 11 quarters. The position peaked at $686K in Q1 2022. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

Boyd Watterson Asset Management reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
Boyd Watterson Asset Management sold 1,500 Bloom Energy shares in Q2 2024, an estimated $16.9K.
Boyd Watterson Asset Management first reported a position in Bloom Energy in Q2 2019 and held it in 11 quarters.
Boyd Watterson Asset Management's Bloom Energy position peaked at $686K in Q1 2022.
315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.