CarsonAllaria Wealth Management’s Bloom Energy BE Stock Holding History

CarsonAllaria 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	–	Sell	-40	Closed	-$530	–	361
2023 Q3	$530	Hold	40	–	–	﹤0.01%	350
2023 Q2	$654	Hold	40	–	–	﹤0.01%	370
2023 Q1	$797	Hold	40	–	–	﹤0.01%	348
2022 Q4	$1K	Hold	40	–	–	﹤0.01%	303
2022 Q3	$1K	Buy	+40	New	+$901	﹤0.01%	303

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

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

CarsonAllaria Wealth Management sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 40 shares — an estimated $530 sold.

CarsonAllaria Wealth Management first reported a position in BE in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

CarsonAllaria Wealth Management reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 40 Bloom Energy shares in Q4 2023, an estimated $530.
CarsonAllaria Wealth Management first reported a position in Bloom Energy in Q3 2022 and held it in 5 quarters.
CarsonAllaria Wealth Management's Bloom Energy position peaked at $1K in Q4 2022.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.