Stonebridge Capital Advisors’s Bloom Energy BE Stock Holding History

Stonebridge 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 Q1	–	Sell	-120	Closed	-$3K	–	1019
2021 Q4	$3K	Hold	120	–	–	﹤0.01%	792
2021 Q3	$2K	Sell	120 -120	-50%	-$2.54K	﹤0.01%	805
2021 Q2	$6K	Buy	240 +120	+100%	+$2.91K	﹤0.01%	798
2021 Q1	$3K	Buy	+120	New	+$3.91K	﹤0.01%	784

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stonebridge Capital Advisors's BE Position: Q1 2022 in Review

Stonebridge Capital Advisors sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 120 shares — an estimated $3K sold.

Stonebridge Capital Advisors first reported a position in BE in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

Stonebridge Capital Advisors reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 120 Bloom Energy shares in Q1 2022, an estimated $3K.
Stonebridge Capital Advisors first reported a position in Bloom Energy in Q1 2021 and held it in 4 quarters.
Stonebridge Capital Advisors's Bloom Energy position peaked at $6K in Q2 2021.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2022, filed 12 May 2022.