Founders Financial Alliance’s Bloom Energy BE Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-300	Closed	-$5K	–	513
2020 Q3	$5K	Buy	+300	New	+$4.48K	﹤0.01%	952

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Founders Financial Alliance's BE Position: Q4 2020 in Review

Founders Financial Alliance sold out of Bloom Energy (BE) in Q4 2020, closing a stake of 300 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in BE in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 261 funds tracked by Wall St. Rank hold BE as of Q4 2020.

Founders Financial Alliance reported no remaining Bloom Energy position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 300 Bloom Energy shares in Q4 2020, an estimated $5K.
Founders Financial Alliance first reported a position in Bloom Energy in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Bloom Energy position peaked at $5K in Q3 2020.
261 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.