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Cetera Advisors’s Bloom Energy BE Stock Holding History

Cetera Advisors’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
Q1 		$416K Buy
37,019
+24,730
+201% +$272K ﹤0.01% 1722
2023
Q4 		$182K Buy
+12,289
New +$154K ﹤0.01% 1664
2022
Q4 		– Sell
-10,624
Closed – – 1615
2022
Q3 		$0 Buy
+10,624
New +$239K ﹤0.01% 1352

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Cetera Advisors's BE Position: Q1 2024 in Review

Cetera Advisors increased its Bloom Energy (BE) stake by 201% in Q1 2024, buying an estimated $272K and bringing the position to 37,019 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Cetera Advisors first reported a position in BE in Q3 2022 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

  • Cetera Advisors held 37,019 shares of Bloom Energy worth $416K as of Q1 2024.
  • Cetera Advisors bought 24,730 Bloom Energy shares in Q1 2024, an estimated $272K.
  • Bloom Energy made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1722 holding.
  • Cetera Advisors first reported a position in Bloom Energy in Q3 2022 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.