Modera Wealth Management’s Bloom Energy BE Stock Holding History

Modera 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 Q1	–	Sell	-10,048	Closed	-$288K	–	229
2020 Q4	$288K	Buy	+10,048	New	+$214K	0.02%	184

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Modera Wealth Management's BE Position: Q1 2021 in Review

Modera Wealth Management sold out of Bloom Energy (BE) in Q1 2021, closing a stake of 10,048 shares — an estimated $288K sold.

Modera Wealth Management first reported a position in BE in Q4 2020 and held it in 1 quarter. The position peaked at $288K in Q4 2020. 281 funds tracked by Wall St. Rank hold BE as of Q1 2021.

Modera Wealth Management reported no remaining Bloom Energy position as of Q1 2021 after selling out during the quarter.
Modera Wealth Management sold 10,048 Bloom Energy shares in Q1 2021, an estimated $288K.
Modera Wealth Management first reported a position in Bloom Energy in Q4 2020 and held it in 1 quarter.
Modera Wealth Management's Bloom Energy position peaked at $288K in Q4 2020.
281 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Modera Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.