Kenfarb & Co’s Bloom Energy BE Stock Holding History

Kenfarb & 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
2023 Q1	–	Sell	-200	Closed	-$3.82K	–	215
2022 Q4	$3.82K	Hold	200	–	–	﹤0.01%	219
2022 Q3	$4K	Buy	+200	New	+$4.51K	﹤0.01%	216

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kenfarb & Co's BE Position: Q1 2023 in Review

Kenfarb & Co sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 200 shares — an estimated $3.82K sold.

Kenfarb & Co first reported a position in BE in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Kenfarb & Co reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Kenfarb & Co sold 200 Bloom Energy shares in Q1 2023, an estimated $3.82K.
Kenfarb & Co first reported a position in Bloom Energy in Q3 2022 and held it in 2 quarters.
Kenfarb & Co's Bloom Energy position peaked at $4K in Q3 2022.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Kenfarb & Co's 13F filing for Q1 2023, filed 15 May 2023.