TD Capital Management’s Bloom Energy BE Stock Holding History

TD Capital 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
2022 Q1	–	Sell	-364	Closed	-$8K	–	122
2021 Q4	$8K	Hold	364	–	–	﹤0.01%	277
2021 Q3	$7K	Hold	364	–	–	﹤0.01%	268
2021 Q2	$10K	Hold	364	–	–	﹤0.01%	239
2021 Q1	$10K	Hold	364	–	–	﹤0.01%	223
2020 Q4	$10K	Hold	364	–	–	﹤0.01%	201
2020 Q3	$7K	Hold	364	–	–	﹤0.01%	187
2020 Q2	$4K	Hold	364	–	–	﹤0.01%	196
2020 Q1	$2K	Hold	364	–	–	﹤0.01%	204
2019 Q4	$3K	Hold	364	–	–	﹤0.01%	221
2019 Q3	$1K	Hold	364	–	–	﹤0.01%	245
2019 Q2	$4K	Hold	364	–	–	﹤0.01%	203
2019 Q1	$5K	Buy	+364	New	+$4.45K	﹤0.01%	163

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Capital Management's BE Position: Q1 2022 in Review

TD Capital Management sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 364 shares — an estimated $8K sold.

TD Capital Management first reported a position in BE in Q1 2019 and held it in 12 quarters. The position peaked at $10K in Q2 2021. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

TD Capital Management reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
TD Capital Management sold 364 Bloom Energy shares in Q1 2022, an estimated $8K.
TD Capital Management first reported a position in Bloom Energy in Q1 2019 and held it in 12 quarters.
TD Capital Management's Bloom Energy position peaked at $10K in Q2 2021.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on TD Capital Management's 13F filing for Q1 2022, filed 18 May 2022.