Gofen & Glossberg’s Bloom Energy BE Stock Holding History

Gofen & Glossberg’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
2021 Q1	–	Sell	-7,000	Closed	-$201K	–	552
2020 Q4	$201K	Buy	+7,000	New	+$149K	0.01%	488

Other funds holding BE

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gofen & Glossberg's BE Position: Q1 2021 in Review

Gofen & Glossberg sold out of Bloom Energy (BE) in Q1 2021, closing a stake of 7,000 shares — an estimated $201K sold.

Gofen & Glossberg first reported a position in BE in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 281 funds tracked by Wall St. Rank hold BE as of Q1 2021.

Gofen & Glossberg reported no remaining Bloom Energy position as of Q1 2021 after selling out during the quarter.
Gofen & Glossberg sold 7,000 Bloom Energy shares in Q1 2021, an estimated $201K.
Gofen & Glossberg first reported a position in Bloom Energy in Q4 2020 and held it in 1 quarter.
Gofen & Glossberg's Bloom Energy position peaked at $201K in Q4 2020.
281 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Gofen & Glossberg's 13F filing for Q1 2021, filed 13 Apr 2021.