Confluence Wealth Services’s Bloom Energy BE Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-100	Closed	-$2K	–	333
2021 Q4	$2K	Buy	+100	New	+$2.53K	﹤0.01%	1135

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Confluence Wealth Services's BE Position: Q1 2022 in Review

Confluence Wealth Services sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in BE in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

Confluence Wealth Services reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 100 Bloom Energy shares in Q1 2022, an estimated $2K.
Confluence Wealth Services first reported a position in Bloom Energy in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Bloom Energy position peaked at $2K in Q4 2021.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.