Strategic Financial Concepts’s Bloom Energy BE Stock Holding History

Strategic Financial Concepts’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
2024 Q3	–	Sell	-13,128	Closed	-$1.71K	–	289
2024 Q2	$1.71K	Buy	+13,128	New	+$167K	﹤0.01%	570

Other funds holding BE

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Strategic Financial Concepts's BE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Bloom Energy (BE) in Q3 2024, closing a stake of 13,128 shares — an estimated $1.71K sold.

Strategic Financial Concepts first reported a position in BE in Q2 2024 and held it in 1 quarter. The position peaked at $1.71K in Q2 2024. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

Strategic Financial Concepts reported no remaining Bloom Energy position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 13,128 Bloom Energy shares in Q3 2024, an estimated $1.71K.
Strategic Financial Concepts first reported a position in Bloom Energy in Q2 2024 and held it in 1 quarter.
Strategic Financial Concepts's Bloom Energy position peaked at $1.71K in Q2 2024.
316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.