Tilia Fiduciary Partners’s Bloom Energy BE Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-1,000	Closed	-$16.4K	–	129
2023 Q2	$16.4K	Hold	1,000	–	–	0.01%	322
2023 Q1	$19.9K	Hold	1,000	–	–	0.02%	294
2022 Q4	$19.1K	Hold	1,000	–	–	0.02%	291
2022 Q3	$17K	Hold	1,000	–	–	0.02%	303
2022 Q2	$17K	Hold	1,000	–	–	0.02%	318
2022 Q1	$24K	Hold	1,000	–	–	0.02%	292
2021 Q4	$22K	Buy	+1,000	New	+$25.3K	0.02%	314

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

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Tilia Fiduciary Partners's BE Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Bloom Energy (BE) in Q3 2023, closing a stake of 1,000 shares — an estimated $16.4K sold.

Tilia Fiduciary Partners first reported a position in BE in Q4 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Bloom Energy position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 1,000 Bloom Energy shares in Q3 2023, an estimated $16.4K.
Tilia Fiduciary Partners first reported a position in Bloom Energy in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Bloom Energy position peaked at $24K in Q1 2022.
311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.