Mid Atlantic Financial Management’s Bloom Energy BE Stock Holding History

Mid Atlantic Financial 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 Q2	–	Sell	-7,775	Closed	-$210K	–	926
2021 Q1	$210K	Buy	7,775 +540	+7%	+$17.6K	0.02%	757
2020 Q4	$207K	Buy	+7,235	New	+$154K	0.02%	707
2020 Q3	–	Sell	-11,235	Closed	-$122K	–	759
2020 Q2	$122K	Buy	+11,235	New	+$87.7K	0.01%	686

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mid Atlantic Financial Management's BE Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of Bloom Energy (BE) in Q2 2021, closing a stake of 7,775 shares — an estimated $210K sold.

Mid Atlantic Financial Management first reported a position in BE in Q2 2020 and held it in 3 quarters. The position peaked at $210K in Q1 2021. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

Mid Atlantic Financial Management reported no remaining Bloom Energy position as of Q2 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 7,775 Bloom Energy shares in Q2 2021, an estimated $210K.
Mid Atlantic Financial Management first reported a position in Bloom Energy in Q2 2020 and held it in 3 quarters.
Mid Atlantic Financial Management's Bloom Energy position peaked at $210K in Q1 2021.
285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.