RBA Wealth Management’s Bloom Energy BE Stock Holding History

RBA 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 Q2	–	Sell	-100	Closed	-$2.71K	–	48
2021 Q1	$2.71K	Buy	+100	New	+$3.26K	﹤0.01%	191

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RBA Wealth Management's BE Position: Q2 2021 in Review

RBA Wealth Management sold out of Bloom Energy (BE) in Q2 2021, closing a stake of 100 shares — an estimated $2.71K sold.

RBA Wealth Management first reported a position in BE in Q1 2021 and held it in 1 quarter. The position peaked at $2.71K in Q1 2021. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

RBA Wealth Management reported no remaining Bloom Energy position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 100 Bloom Energy shares in Q2 2021, an estimated $2.71K.
RBA Wealth Management first reported a position in Bloom Energy in Q1 2021 and held it in 1 quarter.
RBA Wealth Management's Bloom Energy position peaked at $2.71K in Q1 2021.
285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.