Doheny Asset Management’s Bloom Energy BE Stock Holding History

Doheny Asset Management’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 Q4	–	Sell	-21,125	Closed	-$395K	–	93
2021 Q3	$395K	Sell	21,125 -15,485	-42%	-$328K	0.28%	67
2021 Q2	$984K	Sell	36,610 -25,080	-41%	-$608K	0.63%	53
2021 Q1	$1.67M	Buy	61,690 +505	+0.8%	+$16.5K	1.13%	28
2020 Q4	$1.75M	Buy	+61,185	New	+$1.31M	1.22%	27

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

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

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 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

Doheny Asset Management's BE Position: Q4 2021 in Review

Doheny Asset Management sold out of Bloom Energy (BE) in Q4 2021, closing a stake of 21,125 shares — an estimated $395K sold.

Doheny Asset Management first reported a position in BE in Q4 2020 and held it in 4 quarters. The position peaked at $1.75M in Q4 2020. 298 funds tracked by Wall St. Rank hold BE as of Q4 2021.

Doheny Asset Management reported no remaining Bloom Energy position as of Q4 2021 after selling out during the quarter.
Doheny Asset Management sold 21,125 Bloom Energy shares in Q4 2021, an estimated $395K.
Doheny Asset Management first reported a position in Bloom Energy in Q4 2020 and held it in 4 quarters.
Doheny Asset Management's Bloom Energy position peaked at $1.75M in Q4 2020.
298 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on Doheny Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.