Intellectus Partners’s Bloom Energy BE Stock Holding History

Intellectus 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
2021 Q4	–	Sell	-29,451	Closed	-$551K	–	273
2021 Q3	$551K	Sell	29,451 -1,500	-5%	-$31.7K	0.13%	178
2021 Q2	$832K	Sell	30,951 -1,025	-3%	-$24.9K	0.19%	139
2021 Q1	$865K	Sell	31,976 -31,771	-50%	-$1.04M	0.24%	127
2020 Q4	$1.83M	Sell	63,747 -14,760	-19%	-$315K	0.55%	48
2020 Q3	$1.41M	Buy	78,507 +66,549	+557%	+$993K	0.53%	48
2020 Q2	$130K	Buy	+11,958	New	+$93.4K	0.05%	205

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Intellectus Partners's BE Position: Q4 2021 in Review

Intellectus Partners sold out of Bloom Energy (BE) in Q4 2021, closing a stake of 29,451 shares — an estimated $551K sold.

Intellectus Partners first reported a position in BE in Q2 2020 and held it in 6 quarters. The position peaked at $1.83M in Q4 2020. 299 funds tracked by Wall St. Rank hold BE as of Q4 2021.

Intellectus Partners reported no remaining Bloom Energy position as of Q4 2021 after selling out during the quarter.
Intellectus Partners sold 29,451 Bloom Energy shares in Q4 2021, an estimated $551K.
Intellectus Partners first reported a position in Bloom Energy in Q2 2020 and held it in 6 quarters.
Intellectus Partners's Bloom Energy position peaked at $1.83M in Q4 2020.
299 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on Intellectus Partners's 13F filing for Q4 2021, filed 14 Feb 2022.