J. Goldman & Co’s Bloom Energy BE Stock Holding History

J. Goldman & Co’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 Q3	–	Sell	-169,565	Closed	-$2.08M	–	466
2024 Q2	$2.08M	Buy	169,565 +155,186	+1,079%	+$1.98M	0.06%	250
2024 Q1	$162K	Buy	+14,379	New	+$158K	0.01%	372

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

J. Goldman & Co's BE Position: Q3 2024 in Review

J. Goldman & Co sold out of Bloom Energy (BE) in Q3 2024, closing a stake of 169,565 shares — an estimated $2.08M sold.

J. Goldman & Co first reported a position in BE in Q1 2024 and held it in 2 quarters. The position peaked at $2.08M in Q2 2024. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

J. Goldman & Co reported no remaining Bloom Energy position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 169,565 Bloom Energy shares in Q3 2024, an estimated $2.08M.
J. Goldman & Co first reported a position in Bloom Energy in Q1 2024 and held it in 2 quarters.
J. Goldman & Co's Bloom Energy position peaked at $2.08M in Q2 2024.
316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.