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CPWM LLC’s Bloom Energy BE Stock Holding History

CPWM LLC’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
-75,918
Closed -$1.42M – 347
2021
Q4 		$1.42M Hold
75,918
– – 0.11% 116
2021
Q3 		$1.42M Sell
75,918
-50
-0.1% -$1.06K 0.13% 93
2021
Q2 		$2.04M Sell
75,968
-24,493
-24% -$594K 0.15% 76
2021
Q1 		$2.72M Hold
100,461
– – 0.23% 64
2020
Q4 		$2.88M Sell
100,461
-210,100
-68% -$4.48M 0.26% 64
2020
Q3 		$5.58M Buy
310,561
+135,855
+78% +$2.03M 0.59% 38
2020
Q2 		$1.9M Hold
174,706
– – 0.22% 77
2020
Q1 		$914K Sell
174,706
-679
-0.4% -$5.76K 0.13% 108
2019
Q4 		$1.31M Buy
+175,385
New +$850K 0.16% 95
2019
Q2 		– Sell
-12,787
Closed -$165K – 273
2019
Q1 		$165K Buy
+12,787
New +$156K 0.02% 266

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return