Spearhead Capital Advisors’s Bloom Energy BE Stock Holding History

Spearhead Capital 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
2022 Q3	–	Sell	-18,622	Closed	-$307K	–	106
2022 Q2	$307K	Hold	18,622	–	–	0.05%	121
2022 Q1	$450K	Sell	18,622 -18,621	-50%	-$364K	0.06%	93
2021 Q4	$817K	Hold	37,243	–	–	0.1%	73
2021 Q3	$697K	Hold	37,243	–	–	0.09%	72
2021 Q2	$1M	Buy	+37,243	New	+$903K	0.14%	65

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Spearhead Capital Advisors's BE Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Bloom Energy (BE) in Q3 2022, closing a stake of 18,622 shares — an estimated $307K sold.

Spearhead Capital Advisors first reported a position in BE in Q2 2021 and held it in 5 quarters. The position peaked at $1M in Q2 2021. 309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

Spearhead Capital Advisors reported no remaining Bloom Energy position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 18,622 Bloom Energy shares in Q3 2022, an estimated $307K.
Spearhead Capital Advisors first reported a position in Bloom Energy in Q2 2021 and held it in 5 quarters.
Spearhead Capital Advisors's Bloom Energy position peaked at $1M in Q2 2021.
309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.