Pacific Wealth Management’s Bloom Energy BE Stock Holding History

Pacific 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
2022 Q3	–	Sell	-19,000	Closed	-$314K	–	19
2022 Q2	$314K	Buy	+19,000	New	+$348K	0.35%	12

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pacific Wealth Management's BE Position: Q3 2022 in Review

Pacific Wealth Management sold out of Bloom Energy (BE) in Q3 2022, closing a stake of 19,000 shares — an estimated $314K sold.

Pacific Wealth Management first reported a position in BE in Q2 2022 and held it in 1 quarter. The position peaked at $314K in Q2 2022. 309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

Pacific Wealth Management reported no remaining Bloom Energy position as of Q3 2022 after selling out during the quarter.
Pacific Wealth Management sold 19,000 Bloom Energy shares in Q3 2022, an estimated $314K.
Pacific Wealth Management first reported a position in Bloom Energy in Q2 2022 and held it in 1 quarter.
Pacific Wealth Management's Bloom Energy position peaked at $314K in Q2 2022.
309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on Pacific Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.