Icon Wealth Partners’s Bloom Energy BE Stock Holding History

Icon Wealth Partners’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	$233K	Hold	17,534	–	–	0.03%	263
2023 Q2	$287K	Hold	17,534	–	–	0.03%	263
2023 Q1	$349K	Buy	+17,534	New	+$384K	0.04%	238
2022 Q2	$331K	Hold	20,034	–	–	0.04%	234
2022 Q1	$484K	Hold	20,034	–	–	0.05%	214
2021 Q4	$439K	Hold	20,034	–	–	0.04%	221
2021 Q3	$375K	Hold	20,034	–	–	0.04%	252
2021 Q2	$538K	Hold	20,034	–	–	0.06%	217
2021 Q1	$542K	Buy	20,034 +7,500	+60%	+$245K	0.07%	201
2020 Q4	$359K	Hold	12,534	–	–	0.06%	211
2020 Q3	$225K	Hold	12,534	–	–	0.04%	234
2020 Q2	$136K	Sell	12,534 -18,891	-60%	-$148K	0.03%	252
2020 Q1	$164K	Buy	31,425 +7,091	+29%	+$60.1K	0.06%	142
2019 Q4	$182K	Sell	24,334 -7,091	-23%	-$34.4K	0.06%	168
2019 Q3	$102K	Buy	31,425 +11,800	+60%	+$88.2K	0.03%	165
2019 Q2	$241K	Buy	19,625 +1,390	+8%	+$17.1K	0.09%	129
2019 Q1	$236K	Buy	+18,235	New	+$223K	0.09%	134

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

Icon Wealth Partners's BE Position: Q3 2023 in Review

Icon Wealth Partners held its Bloom Energy (BE) position steady in Q3 2023 at 17,534 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #263.

Icon Wealth Partners first reported a position in BE in Q1 2019 and has held it in 17 quarters since. The position peaked at $542K in Q1 2021. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

Icon Wealth Partners held 17,534 shares of Bloom Energy worth $233K as of Q3 2023.
Icon Wealth Partners left its Bloom Energy share count unchanged in Q3 2023.
Bloom Energy made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #263 holding.
Icon Wealth Partners first reported a position in Bloom Energy in Q1 2019 and has held it in 17 quarters since.
Icon Wealth Partners's Bloom Energy position peaked at $542K in Q1 2021.
311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.