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Financial Sense Advisors’s Bloom Energy BE Stock Holding History

Financial Sense Advisors’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
Q2 		– Sell
-14,464
Closed -$391K – 115
2021
Q1 		$391K Buy
+14,464
New +$472K 0.13% 82
2020
Q4 		– Sell
-39,766
Closed -$715K – 101
2020
Q3 		$715K Buy
+39,766
New +$594K 0.28% 54

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Sense Advisors's BE Position: Q2 2021 in Review

Financial Sense Advisors sold out of Bloom Energy (BE) in Q2 2021, closing a stake of 14,464 shares — an estimated $391K sold.

Financial Sense Advisors first reported a position in BE in Q3 2020 and held it in 2 quarters. The position peaked at $715K in Q3 2020. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

  • Financial Sense Advisors reported no remaining Bloom Energy position as of Q2 2021 after selling out during the quarter.
  • Financial Sense Advisors sold 14,464 Bloom Energy shares in Q2 2021, an estimated $391K.
  • Financial Sense Advisors first reported a position in Bloom Energy in Q3 2020 and held it in 2 quarters.
  • Financial Sense Advisors's Bloom Energy position peaked at $715K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on Financial Sense Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.