Mine & Arao Wealth Creation & Management’s Bloom Energy BE Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-4,000	Closed	-$45K	–	104
2024 Q1	$45K	Hold	4,000	–	–	0.02%	147
2023 Q4	$59.2K	Hold	4,000	–	–	0.03%	134
2023 Q3	$53K	Hold	4,000	–	–	0.03%	133
2023 Q2	$65.4K	Hold	4,000	–	–	0.04%	128
2023 Q1	$79.7K	Hold	4,000	–	–	0.05%	114
2022 Q4	$76.5K	Hold	4,000	–	–	0.06%	114
2022 Q3	$80K	Hold	4,000	–	–	0.06%	109
2022 Q2	$66K	Hold	4,000	–	–	0.05%	121
2022 Q1	$97K	Hold	4,000	–	–	0.06%	112
2021 Q4	$88K	Hold	4,000	–	–	0.05%	121
2021 Q3	$75K	Hold	4,000	–	–	0.04%	119
2021 Q2	$107K	Hold	4,000	–	–	0.06%	100
2021 Q1	$108K	Hold	4,000	–	–	0.07%	98
2020 Q4	$115K	Hold	4,000	–	–	0.08%	85
2020 Q3	$72K	Sell	4,000 -500	-11%	-$7.46K	0.06%	105
2020 Q2	$49K	Hold	4,500	–	–	0.05%	114
2020 Q1	$24K	Buy	4,500 +1,000	+29%	+$8.48K	0.03%	140
2019 Q4	$26K	Buy	+3,500	New	+$17K	0.02%	150

Other funds holding BE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's BE Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 4,000 shares — an estimated $45K sold.

Mine & Arao Wealth Creation & Management first reported a position in BE in Q4 2019 and held it in 18 quarters. The position peaked at $115K in Q4 2020. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 4,000 Bloom Energy shares in Q2 2024, an estimated $45K.
Mine & Arao Wealth Creation & Management first reported a position in Bloom Energy in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Bloom Energy position peaked at $115K in Q4 2020.
315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.