Gradient Investments’s Bloom Energy BE Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-40	Closed	-$654	–	1815
2023 Q2	$654	Sell	40 -482	-92%	-$7.79K	﹤0.01%	1485
2023 Q1	$10.4K	Buy	522 +28	+6%	+$613	﹤0.01%	805
2022 Q4	$9.45K	Hold	494	–	–	﹤0.01%	822
2022 Q3	$10K	Hold	494	–	–	﹤0.01%	791
2022 Q2	$8K	Hold	494	–	–	﹤0.01%	811
2022 Q1	$12K	Hold	494	–	–	﹤0.01%	731
2021 Q4	$11K	Sell	494 -5,365	-92%	-$136K	﹤0.01%	771
2021 Q3	$110K	Hold	5,859	–	–	﹤0.01%	353
2021 Q2	$157K	Hold	5,859	–	–	﹤0.01%	308
2021 Q1	$158K	Hold	5,859	–	–	0.01%	307
2020 Q4	$105K	Hold	5,859	–	–	﹤0.01%	309
2020 Q3	$105K	Buy	5,859 +40	+0.7%	+$597	﹤0.01%	309
2020 Q2	$63K	Buy	5,819 +542	+10%	+$4.23K	﹤0.01%	354
2020 Q1	$28K	Buy	+5,277	New	+$44.8K	﹤0.01%	446

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Gradient Investments's BE Position: Q3 2023 in Review

Gradient Investments sold out of Bloom Energy (BE) in Q3 2023, closing a stake of 40 shares — an estimated $654 sold.

Gradient Investments first reported a position in BE in Q1 2020 and held it in 14 quarters. The position peaked at $158K in Q1 2021. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

Gradient Investments reported no remaining Bloom Energy position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 40 Bloom Energy shares in Q3 2023, an estimated $654.
Gradient Investments first reported a position in Bloom Energy in Q1 2020 and held it in 14 quarters.
Gradient Investments's Bloom Energy position peaked at $158K in Q1 2021.
311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.