Kapitalo Investimentos’s Bloom Energy BE Stock Holding History

Kapitalo Investimentos’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 Q2	–	Sell	-4,566	Closed	-$91K	–	498
2023 Q1	$91K	Buy	+4,566	New	+$100K	0.03%	353

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

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

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

Coatue Management New York $29.1B AUM 96.54% 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

Kapitalo Investimentos's BE Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 4,566 shares — an estimated $91K sold.

Kapitalo Investimentos first reported a position in BE in Q1 2023 and held it in 1 quarter. The position peaked at $91K in Q1 2023. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Kapitalo Investimentos reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 4,566 Bloom Energy shares in Q2 2023, an estimated $91K.
Kapitalo Investimentos first reported a position in Bloom Energy in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's Bloom Energy position peaked at $91K in Q1 2023.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.