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Harvest Group Wealth Management’s Bloom Energy BE Stock Holding History

Harvest Group Wealth Management’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
Q1 		$817 Hold
41
– – ﹤0.01% 157
2022
Q4 		$784 Hold
41
– – ﹤0.01% 157
2022
Q3 		$1K Hold
41
– – ﹤0.01% 130
2022
Q2 		$1K Buy
+41
New +$751 ﹤0.01% 142

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Harvest Group Wealth Management's BE Position: Q1 2023 in Review

Harvest Group Wealth Management held its Bloom Energy (BE) position steady in Q1 2023 at 41 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Harvest Group Wealth Management first reported a position in BE in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q3 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

  • Harvest Group Wealth Management held 41 shares of Bloom Energy worth $817 as of Q1 2023.
  • Harvest Group Wealth Management left its Bloom Energy share count unchanged in Q1 2023.
  • Bloom Energy made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #157 holding.
  • Harvest Group Wealth Management first reported a position in Bloom Energy in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Bloom Energy position peaked at $1K in Q3 2022.
  • 336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.