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Claris Advisors’s Bloom Energy BE Stock Holding History

Claris 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
Q4 		– Sell
-534
Closed -$5.64K – 188
2024
Q3 		$5.64K Buy
+534
New +$6.33K ﹤0.01% 263

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Claris Advisors's BE Position: Q4 2024 in Review

Claris Advisors sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 534 shares — an estimated $5.64K sold.

Claris Advisors first reported a position in BE in Q3 2024 and held it in 1 quarter. The position peaked at $5.64K in Q3 2024. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

  • Claris Advisors reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 534 Bloom Energy shares in Q4 2024, an estimated $5.64K.
  • Claris Advisors first reported a position in Bloom Energy in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Bloom Energy position peaked at $5.64K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.