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Chartwell Investment Partners’s Bloom Energy BE Stock Holding History

Chartwell Investment Partners’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
Q3 		– Sell
-10,827
Closed -$291K – 432
2021
Q2 		$291K Buy
10,827
+97
+0.9% +$2.35K 0.01% 419
2021
Q1 		$290K Buy
+10,730
New +$350K 0.01% 412

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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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Chartwell Investment Partners's BE Position: Q3 2021 in Review

Chartwell Investment Partners sold out of Bloom Energy (BE) in Q3 2021, closing a stake of 10,827 shares — an estimated $291K sold.

Chartwell Investment Partners first reported a position in BE in Q1 2021 and held it in 2 quarters. The position peaked at $291K in Q2 2021. 271 funds tracked by Wall St. Rank hold BE as of Q3 2021.

  • Chartwell Investment Partners reported no remaining Bloom Energy position as of Q3 2021 after selling out during the quarter.
  • Chartwell Investment Partners sold 10,827 Bloom Energy shares in Q3 2021, an estimated $291K.
  • Chartwell Investment Partners first reported a position in Bloom Energy in Q1 2021 and held it in 2 quarters.
  • Chartwell Investment Partners's Bloom Energy position peaked at $291K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2021.

Based on Chartwell Investment Partners's 13F filing for Q3 2021, filed 16 Nov 2021.