TCI Wealth Advisors’s Bloom Energy BE Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-329	Closed	-$6.56K	–	428
2023 Q1	$6.56K	Buy	329 +327	+16,350%	+$7.16K	﹤0.01%	1343
2022 Q4	$38	Sell	2 -248	-99%	-$4.87K	﹤0.01%	2441
2022 Q3	$5K	Buy	250 +3	+1%	+$68	﹤0.01%	1426
2022 Q2	$4K	Sell	247 -51	-17%	-$934	﹤0.01%	1590
2022 Q1	$7K	Buy	298 +5	+2%	+$98	﹤0.01%	1297
2021 Q4	$6K	Buy	+293	New	+$7.41K	﹤0.01%	1501
2021 Q3	–	Sell	-131	Closed	-$4K	–	2380
2021 Q2	$4K	Buy	131 +40	+44%	+$970	﹤0.01%	1531
2021 Q1	$2K	Buy	+91	New	+$2.97K	﹤0.01%	1675

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

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

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

Coatue Management New York $29.1B AUM 96.54% 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

TCI Wealth Advisors's BE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 329 shares — an estimated $6.56K sold.

TCI Wealth Advisors first reported a position in BE in Q1 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

TCI Wealth Advisors reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 329 Bloom Energy shares in Q2 2023, an estimated $6.56K.
TCI Wealth Advisors first reported a position in Bloom Energy in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Bloom Energy position peaked at $7K in Q1 2022.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.