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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
2021
Q3 		– Sell
-10,500
Closed -$53K – 3301
2021
Q2 		$53K Buy
+10,500
New +$255K ﹤0.01% 3203

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.