Money Concepts Capital’s Bloom Energy BE Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-209	Closed	-$4K	–	694
2022 Q4	$4K	Buy	+209	New	+$4.1K	﹤0.01%	2442
2022 Q2	–	Sell	-209	Closed	-$5K	–	1542
2022 Q1	$5K	Buy	+209	New	+$4.08K	﹤0.01%	2183

Other funds holding BE

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Money Concepts Capital's BE Position: Q1 2023 in Review

Money Concepts Capital sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 209 shares — an estimated $4K sold.

Money Concepts Capital first reported a position in BE in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Money Concepts Capital reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 209 Bloom Energy shares in Q1 2023, an estimated $4K.
Money Concepts Capital first reported a position in Bloom Energy in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Bloom Energy position peaked at $5K in Q1 2022.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.