Sugarloaf Wealth Management’s Bloom Energy BE Stock Holding History

Sugarloaf 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
2021 Q1	–	Sell	-500	Closed	-$14K	–	748
2020 Q4	$14K	Buy	+500	New	+$10.7K	﹤0.01%	442

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sugarloaf Wealth Management's BE Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Bloom Energy (BE) in Q1 2021, closing a stake of 500 shares — an estimated $14K sold.

Sugarloaf Wealth Management first reported a position in BE in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 281 funds tracked by Wall St. Rank hold BE as of Q1 2021.

Sugarloaf Wealth Management reported no remaining Bloom Energy position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 500 Bloom Energy shares in Q1 2021, an estimated $14K.
Sugarloaf Wealth Management first reported a position in Bloom Energy in Q4 2020 and held it in 1 quarter.
Sugarloaf Wealth Management's Bloom Energy position peaked at $14K in Q4 2020.
281 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.