Lenox Wealth Advisors’s Bloom Energy BE Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$45K	Hold	2,000	–	–	0.01%	258
2021 Q4	$44K	Hold	2,000	–	–	0.01%	274
2021 Q3	$37K	Hold	2,000	–	–	﹤0.01%	275
2021 Q2	$54K	Hold	2,000	–	–	0.01%	221
2021 Q1	$54K	Buy	+2,000	New	+$65.2K	0.01%	180
2020 Q4	–	Sell	-152	Closed	-$3K	–	618
2020 Q3	$3K	Hold	152	–	–	﹤0.01%	476
2020 Q2	$2K	Buy	+152	New	+$1.19K	﹤0.01%	504

Other funds holding BE

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lenox Wealth Advisors's BE Position: Q1 2022 in Review

Lenox Wealth Advisors held its Bloom Energy (BE) position steady in Q1 2022 at 2,000 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #258.

Lenox Wealth Advisors first reported a position in BE in Q2 2020 and has held it in 7 quarters since. The position peaked at $54K in Q2 2021. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

Lenox Wealth Advisors held 2,000 shares of Bloom Energy worth $45K as of Q1 2022.
Lenox Wealth Advisors left its Bloom Energy share count unchanged in Q1 2022.
Bloom Energy made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #258 holding.
Lenox Wealth Advisors first reported a position in Bloom Energy in Q2 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Bloom Energy position peaked at $54K in Q2 2021.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.