TCWP’s Bloom Energy BE Stock Holding History

TCWP’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 Q2	–	Sell	-6	Closed	–	–	422
2022 Q1	$0	Buy	+6	New	+$117	﹤0.01%	1731

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

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCWP's BE Position: Q2 2022 in Review

TCWP sold out of Bloom Energy (BE) in Q2 2022, closing a stake of 6 shares.

TCWP first reported a position in BE in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 291 funds tracked by Wall St. Rank hold BE as of Q2 2022.

TCWP reported no remaining Bloom Energy position as of Q2 2022 after selling out during the quarter.
TCWP sold 6 Bloom Energy shares in Q2 2022.
TCWP first reported a position in Bloom Energy in Q1 2022 and held it in 1 quarter.
TCWP's Bloom Energy position peaked at $0 in Q1 2022.
291 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.