Morton Brown Family Wealth’s Bloom Energy BE Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-150	Closed	-$2.22K	–	225
2023 Q4	$2.22K	Buy	+150	New	+$1.88K	﹤0.01%	239

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

Morton Brown Family Wealth's BE Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 150 shares — an estimated $2.22K sold.

Morton Brown Family Wealth first reported a position in BE in Q4 2023 and held it in 1 quarter. The position peaked at $2.22K in Q4 2023. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Morton Brown Family Wealth reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 150 Bloom Energy shares in Q1 2024, an estimated $2.22K.
Morton Brown Family Wealth first reported a position in Bloom Energy in Q4 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Bloom Energy position peaked at $2.22K in Q4 2023.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.