LGT Financial Advisors’s Bloom Energy BE Stock Holding History

LGT Financial 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
2023 Q4	–	Sell	-35	Closed	-$464	–	857
2023 Q3	$464	Buy	+35	New	+$549	﹤0.01%	903

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

LGT Financial Advisors's BE Position: Q4 2023 in Review

LGT Financial Advisors sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 35 shares — an estimated $464 sold.

LGT Financial Advisors first reported a position in BE in Q3 2023 and held it in 1 quarter. The position peaked at $464 in Q3 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

LGT Financial Advisors reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 35 Bloom Energy shares in Q4 2023, an estimated $464.
LGT Financial Advisors first reported a position in Bloom Energy in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Bloom Energy position peaked at $464 in Q3 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.