Buck Wealth Strategies’s Bloom Energy BE Stock Holding History

Buck Wealth Strategies’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	–	Sell	-5	Closed	-$66	–	99
2023 Q3	$66	Hold	5	–	–	﹤0.01%	366
2023 Q2	$82	Buy	+5	New	+$81	﹤0.01%	274

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

Buck Wealth Strategies's BE Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 5 shares — an estimated $66 sold.

Buck Wealth Strategies first reported a position in BE in Q2 2023 and held it in 2 quarters. The position peaked at $82 in Q2 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Buck Wealth Strategies reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 5 Bloom Energy shares in Q4 2023, an estimated $66.
Buck Wealth Strategies first reported a position in Bloom Energy in Q2 2023 and held it in 2 quarters.
Buck Wealth Strategies's Bloom Energy position peaked at $82 in Q2 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.