Cary Street Partners Investment Advisory’s Bloom Energy BE Stock Holding History

Cary Street Partners Investment Advisory’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	-8	Closed	-$106	–	736
2023 Q3	$106	Hold	8	–	–	﹤0.01%	1846
2023 Q2	$131	Hold	8	–	–	﹤0.01%	1722
2023 Q1	$159	Buy	+8	New	+$175	﹤0.01%	1645

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cary Street Partners Investment Advisory's BE Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 8 shares — an estimated $106 sold.

Cary Street Partners Investment Advisory first reported a position in BE in Q1 2023 and held it in 3 quarters. The position peaked at $159 in Q1 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 8 Bloom Energy shares in Q4 2023, an estimated $106.
Cary Street Partners Investment Advisory first reported a position in Bloom Energy in Q1 2023 and held it in 3 quarters.
Cary Street Partners Investment Advisory's Bloom Energy position peaked at $159 in Q1 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.