Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Bloom Energy BE Stock Holding History

Kovitz Investment Group Partners’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,353
Closed -$374K – 1217
2024
Q3 		$374K Buy
36,353
+1,349
+4% +$13.9K ﹤0.01% 815
2024
Q2 		$428K Sell
35,004
-1,492
-4% -$18.3K ﹤0.01% 673
2024
Q1 		$410K Buy
+36,496
New +$410K 0.01% 534