The Family Firm’s Bloom Energy BE Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-525	Closed	-$6.43K	–	264
2024 Q2	$6.43K	Buy	+525	New	+$6.69K	﹤0.01%	718

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

The Family Firm's BE Position: Q3 2024 in Review

The Family Firm sold out of Bloom Energy (BE) in Q3 2024, closing a stake of 525 shares — an estimated $6.43K sold.

The Family Firm first reported a position in BE in Q2 2024 and held it in 1 quarter. The position peaked at $6.43K in Q2 2024. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

The Family Firm reported no remaining Bloom Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 525 Bloom Energy shares in Q3 2024, an estimated $6.43K.
The Family Firm first reported a position in Bloom Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Bloom Energy position peaked at $6.43K in Q2 2024.
316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.