EWM
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Endurance Wealth Management’s Bloom Energy BE Stock Holding History

Endurance Wealth 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
2019
Q4 		– Sell
-350
Closed -$1K – 519
2019
Q3 		$1K Sell
350
-14,300
-98% -$107K ﹤0.01% 502
2019
Q2 		$180K Buy
14,650
+14,300
+4,086% +$175K 0.03% 183
2019
Q1 		$5K Buy
+350
New +$4.28K ﹤0.01% 417

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Endurance Wealth Management's BE Position: Q4 2019 in Review

Endurance Wealth Management sold out of Bloom Energy (BE) in Q4 2019, closing a stake of 350 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in BE in Q1 2019 and held it in 3 quarters. The position peaked at $180K in Q2 2019. 159 funds tracked by Wall St. Rank hold BE as of Q4 2019.

  • Endurance Wealth Management reported no remaining Bloom Energy position as of Q4 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 350 Bloom Energy shares in Q4 2019, an estimated $1K.
  • Endurance Wealth Management first reported a position in Bloom Energy in Q1 2019 and held it in 3 quarters.
  • Endurance Wealth Management's Bloom Energy position peaked at $180K in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2019.

Based on Endurance Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.