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CAAS Capital Management’s Bloom Energy BE Stock Holding History

CAAS Capital 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
2021
Q4 		– Sell
-2,909
Closed -$54K – 870
2021
Q3 		$54K Sell
2,909
-57,000
-95% -$1.21M ﹤0.01% 816
2021
Q2 		$1.61M Buy
59,909
+25,109
+72% +$609K 0.03% 442
2021
Q1 		$941K Buy
+34,800
New +$1.13M 0.01% 819

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CAAS Capital Management's BE Position: Q4 2021 in Review

CAAS Capital Management sold out of Bloom Energy (BE) in Q4 2021, closing a stake of 2,909 shares — an estimated $54K sold.

CAAS Capital Management first reported a position in BE in Q1 2021 and held it in 3 quarters. The position peaked at $1.61M in Q2 2021. 298 funds tracked by Wall St. Rank hold BE as of Q4 2021.

  • CAAS Capital Management reported no remaining Bloom Energy position as of Q4 2021 after selling out during the quarter.
  • CAAS Capital Management sold 2,909 Bloom Energy shares in Q4 2021, an estimated $54K.
  • CAAS Capital Management first reported a position in Bloom Energy in Q1 2021 and held it in 3 quarters.
  • CAAS Capital Management's Bloom Energy position peaked at $1.61M in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on CAAS Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.