Telemus Capital’s Bloom Energy BE Stock Holding History

Telemus Capital’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 Q4	$518K	Sell	35,011 -261	-0.7%	-$3.27K	0.04%	238
2023 Q3	$468K	Buy	35,272 +12,121	+52%	+$190K	0.04%	225
2023 Q2	$379K	Buy	23,151 +10,242	+79%	+$166K	0.03%	247
2023 Q1	$257K	Buy	12,909 +48	+0.4%	+$1.05K	0.02%	280
2022 Q4	$245K	Buy	+12,861	New	+$253K	0.02%	295

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Telemus Capital's BE Position: Q4 2023 in Review

Telemus Capital reduced its Bloom Energy (BE) stake by 0.74% in Q4 2023, selling an estimated $3.27K and leaving 35,011 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #238.

Telemus Capital first reported a position in BE in Q4 2022 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Telemus Capital held 35,011 shares of Bloom Energy worth $518K as of Q4 2023.
Telemus Capital sold 261 Bloom Energy shares in Q4 2023, an estimated $3.27K.
Bloom Energy made up 0.04% of Telemus Capital's portfolio in Q4 2023, its #238 holding.
Telemus Capital first reported a position in Bloom Energy in Q4 2022 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.