Orion Portfolio Solutions’s Bloom Energy BE Stock Holding History

Orion Portfolio Solutions’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 Q2	–	Sell	-11,821	Closed	-$236K	–	1624
2023 Q1	$236K	Buy	+11,821	New	+$259K	﹤0.01%	1441

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

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

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

Coatue Management New York $29.1B AUM 96.54% 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

Orion Portfolio Solutions's BE Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 11,821 shares — an estimated $236K sold.

Orion Portfolio Solutions first reported a position in BE in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Orion Portfolio Solutions reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 11,821 Bloom Energy shares in Q2 2023, an estimated $236K.
Orion Portfolio Solutions first reported a position in Bloom Energy in Q1 2023 and held it in 1 quarter.
Orion Portfolio Solutions's Bloom Energy position peaked at $236K in Q1 2023.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.