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FWM
Frontier Wealth Management’s
Bloom Energy
BE
Stock Holding History
Frontier Wealth Management’s Portfolio
BE Stock Details
BE Fund Activity
Bought
Maintained
Sold
Shares
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
$432B AUM
30.22%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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
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
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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