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Raymond James Financial Services Advisors’s Bloom Energy BE Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$644K Buy
60,987
+2,061
+3% +$24.4K ﹤0.01% 2445
2024
Q2 		$721K Buy
58,926
+2,841
+5% +$36.2K ﹤0.01% 2287
2024
Q1 		$630K Buy
56,085
+8,094
+17% +$89K ﹤0.01% 2352
2023
Q4 		$710K Sell
47,991
-9,097
-16% -$114K ﹤0.01% 2180
2023
Q3 		$757K Sell
57,088
-6,826
-11% -$107K ﹤0.01% 2069
2023
Q2 		$1.04M Buy
63,914
+1,778
+3% +$28.7K ﹤0.01% 1907
2023
Q1 		$1.24M Buy
62,136
+8,306
+15% +$182K ﹤0.01% 1777
2022
Q4 		$1.03M Sell
53,830
-8,899
-14% -$175K ﹤0.01% 1827
2022
Q3 		$1.25M Sell
62,729
-11,299
-15% -$255K ﹤0.01% 1690
2022
Q2 		$1.22M Buy
74,028
+16,835
+29% +$308K ﹤0.01% 1709
2022
Q1 		$1.38M Sell
57,193
-50,129
-47% -$979K ﹤0.01% 1731
2021
Q4 		$2.35M Buy
107,322
+43,951
+69% +$1.11M ﹤0.01% 1425
2021
Q3 		$1.19M Buy
63,371
+8,272
+15% +$175K ﹤0.01% 1836
2021
Q2 		$1.48M Buy
55,099
+17,846
+48% +$433K ﹤0.01% 1679
2021
Q1 		$1.01M Sell
37,253
-2,117
-5% -$69K ﹤0.01% 1861
2020
Q4 		$1.13M Sell
39,370
-927
-2% -$19.8K ﹤0.01% 1629
2020
Q3 		$724K Buy
40,297
+15,112
+60% +$226K ﹤0.01% 1745
2020
Q2 		$274K Sell
25,185
-6,747
-21% -$52.7K ﹤0.01% 2282
2020
Q1 		$167K Sell
31,932
-10,366
-25% -$87.9K ﹤0.01% 2124
2019
Q4 		$316K Buy
42,298
+21,576
+104% +$105K ﹤0.01% 2295
2019
Q3 		$67K Buy
20,722
+5,500
+36% +$41.1K ﹤0.01% 2682
2019
Q2 		$187K Buy
+15,222
New +$187K ﹤0.01% 2555

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Raymond James Financial Services Advisors's BE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Bloom Energy (BE) stake by 3.5% in Q3 2024, buying an estimated $24.4K and bringing the position to 60,987 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Raymond James Financial Services Advisors first reported a position in BE in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.35M in Q4 2021. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

  • Raymond James Financial Services Advisors held 60,987 shares of Bloom Energy worth $644K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 2,061 Bloom Energy shares in Q3 2024, an estimated $24.4K.
  • Bloom Energy made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2445 holding.
  • Raymond James Financial Services Advisors first reported a position in Bloom Energy in Q2 2019 and has held it in 22 quarters since.
  • Raymond James Financial Services Advisors's Bloom Energy position peaked at $2.35M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.