Glassman Wealth Services’s Bloom Energy BE Stock Holding History

Glassman Wealth 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	-110	Closed	-$1.63K	–	388
2023 Q4	$1.63K	Sell	110 -65	-37%	-$813	﹤0.01%	1404
2023 Q3	$2.32K	Buy	175 +65	+59%	+$1.02K	﹤0.01%	1285
2023 Q2	$1.8K	Hold	110	–	–	﹤0.01%	1287
2023 Q1	$2.19K	Hold	110	–	–	﹤0.01%	1212
2022 Q4	$2.1K	Hold	110	–	–	﹤0.01%	1246
2022 Q3	$2K	Hold	110	–	–	﹤0.01%	1186
2022 Q2	$2K	Hold	110	–	–	﹤0.01%	1202
2022 Q1	$3K	Hold	110	–	–	﹤0.01%	1101
2021 Q4	$2K	Hold	110	–	–	﹤0.01%	1163
2021 Q3	$2K	Hold	110	–	–	﹤0.01%	1137
2021 Q2	$3K	Hold	110	–	–	﹤0.01%	1033
2021 Q1	$3K	Hold	110	–	–	﹤0.01%	976
2020 Q4	$3K	Sell	110 -870	-89%	-$18.6K	﹤0.01%	954
2020 Q3	$18K	Buy	980 +870	+791%	+$13K	0.01%	465
2020 Q2	$1K	Buy	+110	New	+$859	﹤0.01%	957

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

Glassman Wealth Services's BE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 110 shares — an estimated $1.63K sold.

Glassman Wealth Services first reported a position in BE in Q2 2020 and held it in 15 quarters. The position peaked at $18K in Q3 2020. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Glassman Wealth Services reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 110 Bloom Energy shares in Q1 2024, an estimated $1.63K.
Glassman Wealth Services first reported a position in Bloom Energy in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Bloom Energy position peaked at $18K in Q3 2020.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.