Continuum Advisory’s Bloom Energy BE Stock Holding History

Continuum 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
2024 Q3	–	Sell	-40	Closed	-$490	–	1934
2024 Q2	$490	Hold	40	–	–	﹤0.01%	1603
2024 Q1	$470	Buy	+40	New	+$440	﹤0.01%	1614

Other funds holding BE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Continuum Advisory's BE Position: Q3 2024 in Review

Continuum Advisory sold out of Bloom Energy (BE) in Q3 2024, closing a stake of 40 shares — an estimated $490 sold.

Continuum Advisory first reported a position in BE in Q1 2024 and held it in 2 quarters. The position peaked at $490 in Q2 2024. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

Continuum Advisory reported no remaining Bloom Energy position as of Q3 2024 after selling out during the quarter.
Continuum Advisory sold 40 Bloom Energy shares in Q3 2024, an estimated $490.
Continuum Advisory first reported a position in Bloom Energy in Q1 2024 and held it in 2 quarters.
Continuum Advisory's Bloom Energy position peaked at $490 in Q2 2024.
316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.