FourThought Financial’s Bloom Energy BE Stock Holding History

FourThought Financial’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 Q3	$9K	Buy	474 +331	+231%	+$7.46K	﹤0.01%	1051
2022 Q2	$2K	Hold	143	–	–	﹤0.01%	1306
2022 Q1	$3K	Hold	143	–	–	﹤0.01%	1278
2021 Q4	$3K	Sell	143 -566	-80%	-$14.3K	﹤0.01%	1291
2021 Q3	$13K	Buy	709 +160	+29%	+$3.38K	﹤0.01%	1046
2021 Q2	$14K	Buy	549 +477	+663%	+$11.6K	﹤0.01%	1024
2021 Q1	$1K	Buy	+72	New	+$2.35K	﹤0.01%	1371

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

FourThought Financial's BE Position: Q3 2022 in Review

FourThought Financial increased its Bloom Energy (BE) stake by 231% in Q3 2022, buying an estimated $7.46K and bringing the position to 474 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

FourThought Financial first reported a position in BE in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q2 2021. 309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

FourThought Financial held 474 shares of Bloom Energy worth $9K as of Q3 2022.
FourThought Financial bought 331 Bloom Energy shares in Q3 2022, an estimated $7.46K.
Bloom Energy made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1051 holding.
FourThought Financial first reported a position in Bloom Energy in Q1 2021 and has held it in 7 quarters since.
FourThought Financial's Bloom Energy position peaked at $14K in Q2 2021.
309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.