Independence Advisors’s Bloom Energy BE Stock Holding History

Independence Advisors’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
2020 Q3	$186K	Hold	10,348	–	–	0.04%	102
2020 Q2	$113K	Hold	10,348	–	–	0.03%	104
2020 Q1	$54K	Buy	+10,348	New	+$87.8K	0.01%	106

Other funds holding BE

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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 International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Independence Advisors's BE Position: Q3 2020 in Review

Independence Advisors held its Bloom Energy (BE) position steady in Q3 2020 at 10,348 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #102.

Independence Advisors first reported a position in BE in Q1 2020 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold BE as of Q3 2020.

Independence Advisors held 10,348 shares of Bloom Energy worth $186K as of Q3 2020.
Independence Advisors left its Bloom Energy share count unchanged in Q3 2020.
Bloom Energy made up 0.04% of Independence Advisors's portfolio in Q3 2020, its #102 holding.
Independence Advisors first reported a position in Bloom Energy in Q1 2020 and has held it in 3 quarters since.
204 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.