Garden State Investment Advisory Services’s Bloom Energy BE Stock Holding History

Garden State Investment Advisory Services’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
2024 Q1	–	Sell	-63,700	Closed	-$943K	–	252
2023 Q4	$943K	Hold	63,700	–	–	0.37%	54
2023 Q3	$845K	Buy	63,700 +3,500	+6%	+$54.9K	0.39%	58
2023 Q2	$984K	Buy	60,200 +19,800	+49%	+$320K	0.39%	49
2023 Q1	$805K	Buy	40,400 +15,100	+60%	+$331K	0.35%	54
2022 Q4	$484K	Buy	+25,300	New	+$497K	0.29%	79

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Garden State Investment Advisory Services's BE Position: Q1 2024 in Review

Garden State Investment Advisory Services sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 63,700 shares — an estimated $943K sold.

Garden State Investment Advisory Services first reported a position in BE in Q4 2022 and held it in 5 quarters. The position peaked at $984K in Q2 2023. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Garden State Investment Advisory Services reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 63,700 Bloom Energy shares in Q1 2024, an estimated $943K.
Garden State Investment Advisory Services first reported a position in Bloom Energy in Q4 2022 and held it in 5 quarters.
Garden State Investment Advisory Services's Bloom Energy position peaked at $984K in Q2 2023.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.