Liberty Wealth Management’s Bloom Energy BE Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,000	Closed	-$19K	–	265
2021 Q3	$19K	Hold	1,000	–	–	0.01%	651
2021 Q2	$27K	Hold	1,000	–	–	0.01%	442
2021 Q1	$37K	Hold	1,000	–	–	0.02%	338
2020 Q4	$37K	Hold	1,000	–	–	0.02%	335
2020 Q3	$18K	Hold	1,000	–	–	0.01%	417
2020 Q2	$11K	Hold	1,000	–	–	0.01%	465
2020 Q1	$5K	Hold	1,000	–	–	﹤0.01%	564
2019 Q4	$7K	Hold	1,000	–	–	0.01%	607
2019 Q3	$3K	Buy	+1,000	New	+$7.48K	﹤0.01%	696

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Liberty Wealth Management's BE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Bloom Energy (BE) in Q4 2021, closing a stake of 1,000 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in BE in Q3 2019 and held it in 9 quarters. The position peaked at $37K in Q1 2021. 298 funds tracked by Wall St. Rank hold BE as of Q4 2021.

Liberty Wealth Management reported no remaining Bloom Energy position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,000 Bloom Energy shares in Q4 2021, an estimated $19K.
Liberty Wealth Management first reported a position in Bloom Energy in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's Bloom Energy position peaked at $37K in Q1 2021.
298 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.