Sanctuary Wealth Management’s Bloom Energy BE Stock Holding History

Sanctuary 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
2023 Q4	–	Sell	-33	Closed	-$438	–	287
2023 Q3	$438	Hold	33	–	–	﹤0.01%	261
2023 Q2	$540	Buy	+33	New	+$533	﹤0.01%	272
2022 Q4	$631	Buy	+33	New	+$648	﹤0.01%	254

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

Norges Bank Oslo, Norway $935B AUM

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Sanctuary Wealth Management's BE Position: Q4 2023 in Review

Sanctuary Wealth Management sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 33 shares — an estimated $438 sold.

Sanctuary Wealth Management first reported a position in BE in Q4 2022 and held it in 3 quarters. The position peaked at $631 in Q4 2022. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Sanctuary Wealth Management reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Sanctuary Wealth Management sold 33 Bloom Energy shares in Q4 2023, an estimated $438.
Sanctuary Wealth Management first reported a position in Bloom Energy in Q4 2022 and held it in 3 quarters.
Sanctuary Wealth Management's Bloom Energy position peaked at $631 in Q4 2022.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Sanctuary Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.