Paulson Wealth Management’s Bloom Energy BE Stock Holding History

Paulson 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	-14,321	Closed	-$410K	–	88
2020 Q4	$410K	Sell	14,321 -2,000	-12%	-$42.7K	0.24%	55
2020 Q3	$293K	Buy	16,321 +300	+2%	+$4.48K	0.19%	67
2020 Q2	$174K	Hold	16,021	–	–	0.12%	81
2020 Q1	$105K	Sell	16,021 -16,021	-50%	-$136K	0.08%	81
2019 Q4	$311K	Hold	32,042	–	–	0.22%	78
2019 Q3	$104K	Hold	32,042	–	–	0.08%	105
2019 Q2	$336K	Sell	32,042 -24,781	-44%	-$304K	0.25%	77
2019 Q1	$734K	Buy	+56,823	New	+$695K	0.56%	39

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

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

Paulson Wealth Management sold out of Bloom Energy (BE) in Q1 2021, closing a stake of 14,321 shares — an estimated $410K sold.

Paulson Wealth Management first reported a position in BE in Q1 2019 and held it in 8 quarters. The position peaked at $734K in Q1 2019. 281 funds tracked by Wall St. Rank hold BE as of Q1 2021.

Paulson Wealth Management reported no remaining Bloom Energy position as of Q1 2021 after selling out during the quarter.
Paulson Wealth Management sold 14,321 Bloom Energy shares in Q1 2021, an estimated $410K.
Paulson Wealth Management first reported a position in Bloom Energy in Q1 2019 and held it in 8 quarters.
Paulson Wealth Management's Bloom Energy position peaked at $734K in Q1 2019.
281 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Paulson Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.