Sonora Investment Management’s Bloom Energy BE Stock Holding History

Sonora 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
2021 Q3	$57K	Hold	3,025	–	–	0.01%	391
2021 Q2	$81K	Hold	3,025	–	–	0.01%	306
2021 Q1	$82K	Sell	3,025 -1,250	-29%	-$40.8K	0.01%	455
2020 Q4	$123K	Sell	4,275 -2,120	-33%	-$45.3K	0.01%	377
2020 Q3	$115K	Sell	6,395 -497	-7%	-$7.42K	0.01%	351
2020 Q2	$75K	Sell	6,892 -1,000	-13%	-$7.81K	0.01%	393
2020 Q1	$41K	Sell	7,892 -1,049	-12%	-$8.9K	﹤0.01%	546
2019 Q4	$67K	Buy	+8,941	New	+$43.3K	0.01%	433
2019 Q3	–	Sell	-4,150	Closed	-$51K	–	1714
2019 Q2	$51K	Buy	+4,150	New	+$50.9K	0.01%	529

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sonora Investment Management's BE Position: Q3 2021 in Review

Sonora Investment Management held its Bloom Energy (BE) position steady in Q3 2021 at 3,025 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #391.

Sonora Investment Management first reported a position in BE in Q2 2019 and has held it in 9 quarters since. The position peaked at $123K in Q4 2020. 271 funds tracked by Wall St. Rank hold BE as of Q3 2021.

Sonora Investment Management held 3,025 shares of Bloom Energy worth $57K as of Q3 2021.
Sonora Investment Management left its Bloom Energy share count unchanged in Q3 2021.
Bloom Energy made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #391 holding.
Sonora Investment Management first reported a position in Bloom Energy in Q2 2019 and has held it in 9 quarters since.
Sonora Investment Management's Bloom Energy position peaked at $123K in Q4 2020.
271 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.