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Summit Wealth & Retirement Planning’s Bloom Energy BE Stock Holding History

Summit Wealth & Retirement Planning’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
-32,863
Closed -$942K – 104
2020
Q4 		$942K Sell
32,863
-200
-0.6% -$4.27K 0.36% 52
2020
Q3 		$594K Sell
33,063
-1,197
-3% -$17.9K 0.26% 65
2020
Q2 		$373K Sell
34,260
-950
-3% -$7.42K 0.18% 87
2020
Q1 		$184K Buy
35,210
+7,796
+28% +$66.1K 0.1% 107
2019
Q4 		$205K Sell
27,414
-7,060
-20% -$34.2K 0.09% 119
2019
Q3 		$112K Buy
34,474
+1,000
+3% +$7.48K 0.07% 116
2019
Q2 		$411K Sell
33,474
-2,400
-7% -$29.4K 0.24% 85
2019
Q1 		$463K Buy
+35,874
New +$439K 0.28% 84

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Wealth & Retirement Planning's BE Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Bloom Energy (BE) in Q1 2021, closing a stake of 32,863 shares — an estimated $942K sold.

Summit Wealth & Retirement Planning first reported a position in BE in Q1 2019 and held it in 8 quarters. The position peaked at $942K in Q4 2020. 281 funds tracked by Wall St. Rank hold BE as of Q1 2021.

  • Summit Wealth & Retirement Planning reported no remaining Bloom Energy position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 32,863 Bloom Energy shares in Q1 2021, an estimated $942K.
  • Summit Wealth & Retirement Planning first reported a position in Bloom Energy in Q1 2019 and held it in 8 quarters.
  • Summit Wealth & Retirement Planning's Bloom Energy position peaked at $942K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.