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Reilly Financial Advisors’s Bloom Energy BE Stock Holding History

Reilly Financial 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
Q4 		$21K Hold
956
– – ﹤0.01% 560
2021
Q3 		$18K Sell
956
-195
-17% -$4.13K ﹤0.01% 539
2021
Q2 		$31K Buy
1,151
+195
+20% +$4.73K ﹤0.01% 458
2021
Q1 		$26K Hold
956
– – ﹤0.01% 485
2020
Q4 		$27K Buy
+956
New +$20.4K ﹤0.01% 437

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Reilly Financial Advisors's BE Position: Q4 2021 in Review

Reilly Financial Advisors held its Bloom Energy (BE) position steady in Q4 2021 at 956 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Reilly Financial Advisors first reported a position in BE in Q4 2020 and has held it in 5 quarters since. The position peaked at $31K in Q2 2021. 298 funds tracked by Wall St. Rank hold BE as of Q4 2021.

  • Reilly Financial Advisors held 956 shares of Bloom Energy worth $21K as of Q4 2021.
  • Reilly Financial Advisors left its Bloom Energy share count unchanged in Q4 2021.
  • Bloom Energy made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #560 holding.
  • Reilly Financial Advisors first reported a position in Bloom Energy in Q4 2020 and has held it in 5 quarters since.
  • Reilly Financial Advisors's Bloom Energy position peaked at $31K in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.