Tyler-Stone Wealth Management’s Bloom Energy BE Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-111	Closed	-$1.36K	–	364
2024 Q2	$1.36K	Hold	111	–	–	﹤0.01%	884
2024 Q1	$1.25K	Hold	111	–	–	﹤0.01%	879
2023 Q4	$1.64K	Hold	111	–	–	﹤0.01%	827
2023 Q3	$1K	Hold	111	–	–	﹤0.01%	835
2023 Q2	$2K	Buy	+111	New	+$1.79K	﹤0.01%	788
2022 Q4	$2K	Hold	111	–	–	﹤0.01%	737
2022 Q3	$2K	Hold	111	–	–	﹤0.01%	733
2022 Q2	$2K	Buy	+111	New	+$2.03K	﹤0.01%	743

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

Tyler-Stone Wealth Management's BE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Bloom Energy (BE) in Q3 2024, closing a stake of 111 shares — an estimated $1.36K sold.

Tyler-Stone Wealth Management first reported a position in BE in Q2 2022 and held it in 8 quarters. The position peaked at $2K in Q2 2023. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Bloom Energy position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 111 Bloom Energy shares in Q3 2024, an estimated $1.36K.
Tyler-Stone Wealth Management first reported a position in Bloom Energy in Q2 2022 and held it in 8 quarters.
Tyler-Stone Wealth Management's Bloom Energy position peaked at $2K in Q2 2023.
316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.