Frontier Wealth Management’s Bloom Energy BE Stock Holding History

Frontier 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
2022 Q2	$1.82M	Sell	110,418 -1,426	-1%	-$26.1K	0.13%	131
2022 Q1	$2.5M	Buy	111,844 +87	+0.1%	+$1.7K	0.03%	99
2021 Q4	$2.45M	Sell	111,757 -1,538	-1%	-$38.9K	0.16%	105
2021 Q3	$2.12M	Sell	113,295 -24	-0%	-$508	0.15%	112
2021 Q2	$3.04M	Sell	113,319 -20,523	-15%	-$498K	0.21%	89
2021 Q1	$3.62M	Sell	133,842 -11,876	-8%	-$387K	0.28%	75
2020 Q4	$4.18M	Sell	145,718 -14,469	-9%	-$309K	0.34%	59
2020 Q3	$2.88M	Sell	160,187 -136,854	-46%	-$2.04M	0.26%	74
2020 Q2	$3.23M	Sell	297,041 -5,679	-2%	-$44.4K	0.3%	65
2020 Q1	$1.58M	Buy	302,720 +113,546	+60%	+$963K	0.26%	91
2019 Q4	$1.41M	Sell	189,174 -27,197	-13%	-$132K	0.23%	102
2019 Q3	$703K	Sell	216,371 -6,587	-3%	-$49.3K	0.1%	153
2019 Q2	$2.74M	Sell	222,958 -128,265	-37%	-$1.57M	0.4%	52
2019 Q1	$4.54M	Buy	351,223 +294,082	+515%	+$3.6M	0.62%	38
2018 Q4	$570K	Buy	57,141 +6,024	+12%	+$116K	0.09%	190
2018 Q3	$1.74M	Buy	+51,117	New	+$1.43M	0.17%	98

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frontier Wealth Management's BE Position: Q2 2022 in Review

Frontier Wealth Management reduced its Bloom Energy (BE) stake by 1.3% in Q2 2022, selling an estimated $26.1K and leaving 110,418 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #131.

Frontier Wealth Management first reported a position in BE in Q3 2018 and has held it in 16 quarters since. The position peaked at $4.54M in Q1 2019. 291 funds tracked by Wall St. Rank hold BE as of Q2 2022.

Frontier Wealth Management held 110,418 shares of Bloom Energy worth $1.82M as of Q2 2022.
Frontier Wealth Management sold 1,426 Bloom Energy shares in Q2 2022, an estimated $26.1K.
Bloom Energy made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #131 holding.
Frontier Wealth Management first reported a position in Bloom Energy in Q3 2018 and has held it in 16 quarters since.
Frontier Wealth Management's Bloom Energy position peaked at $4.54M in Q1 2019.
291 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.