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

ICA 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
2024 Q2	$857	Hold	70	–	–	﹤0.01%	737
2024 Q1	$787	Hold	70	–	–	﹤0.01%	1260
2023 Q4	$1.04K	Buy	+70	New	+$876	﹤0.01%	1230
2023 Q3	–	Sell	-70	Closed	-$1.14K	–	319
2023 Q2	$1.14K	Hold	70	–	–	﹤0.01%	1185
2023 Q1	$1.4K	Hold	70	–	–	﹤0.01%	1122
2022 Q4	$1.75K	Buy	+70	New	+$1.38K	﹤0.01%	1125

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

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

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

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

ICA Group Wealth Management's BE Position: Q2 2024 in Review

ICA Group Wealth Management held its Bloom Energy (BE) position steady in Q2 2024 at 70 shares worth $857. The position accounts for ﹤0.01% of the portfolio, ranked #737.

ICA Group Wealth Management first reported a position in BE in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.75K in Q4 2022. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

ICA Group Wealth Management held 70 shares of Bloom Energy worth $857 as of Q2 2024.
ICA Group Wealth Management left its Bloom Energy share count unchanged in Q2 2024.
Bloom Energy made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #737 holding.
ICA Group Wealth Management first reported a position in Bloom Energy in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Bloom Energy position peaked at $1.75K in Q4 2022.
315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.