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Rockbridge Investment Management’s Bloom Energy BE Stock Holding History

Rockbridge Investment 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
2020
Q3 		– Sell
-900
Closed -$10K – 648
2020
Q2 		$10K Buy
+900
New +$7.03K ﹤0.01% 421

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockbridge Investment Management's BE Position: Q3 2020 in Review

Rockbridge Investment Management sold out of Bloom Energy (BE) in Q3 2020, closing a stake of 900 shares — an estimated $10K sold.

Rockbridge Investment Management first reported a position in BE in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 204 funds tracked by Wall St. Rank hold BE as of Q3 2020.

  • Rockbridge Investment Management reported no remaining Bloom Energy position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 900 Bloom Energy shares in Q3 2020, an estimated $10K.
  • Rockbridge Investment Management first reported a position in Bloom Energy in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Bloom Energy position peaked at $10K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.