Rational Advisors’s Bloom Energy BE Stock Holding History

Rational Advisors’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 Q4	–	Sell	-458	Closed	-$7.49K	–	208
2023 Q3	$7.49K	Hold	458	–	–	﹤0.01%	238
2023 Q2	$7.49K	Hold	458	–	–	﹤0.01%	227
2023 Q1	$9.13K	Hold	458	–	–	﹤0.01%	215
2022 Q4	$8.76K	Hold	458	–	–	﹤0.01%	192
2022 Q3	$9K	Buy	458 +1	+0.2%	+$23	﹤0.01%	194
2022 Q2	$8K	Buy	457 +11	+2%	+$201	﹤0.01%	193
2022 Q1	$11K	Buy	+446	New	+$8.71K	﹤0.01%	194

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

Norges Bank Oslo, Norway $935B AUM

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Rational Advisors's BE Position: Q4 2023 in Review

Rational Advisors sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 458 shares — an estimated $7.49K sold.

Rational Advisors first reported a position in BE in Q1 2022 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Rational Advisors reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 458 Bloom Energy shares in Q4 2023, an estimated $7.49K.
Rational Advisors first reported a position in Bloom Energy in Q1 2022 and held it in 7 quarters.
Rational Advisors's Bloom Energy position peaked at $11K in Q1 2022.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.