U.S. Capital Wealth Advisors’s Bloom Energy BE Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-125	Closed	-$2.39K	–	725
2022 Q4	$2.39K	Sell	125 -12,400	-99%	-$244K	﹤0.01%	1474
2022 Q3	$250K	Hold	12,525	–	–	0.01%	551
2022 Q2	$207K	Sell	12,525 -300	-2%	-$5.49K	0.01%	619
2022 Q1	$310K	Hold	12,825	–	–	0.01%	595
2021 Q4	$281K	Hold	12,825	–	–	0.01%	612
2021 Q3	$240K	Buy	+12,825	New	+$271K	0.01%	654

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's BE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 125 shares — an estimated $2.39K sold.

U.S. Capital Wealth Advisors first reported a position in BE in Q3 2021 and held it in 6 quarters. The position peaked at $310K in Q1 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 125 Bloom Energy shares in Q1 2023, an estimated $2.39K.
U.S. Capital Wealth Advisors first reported a position in Bloom Energy in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Bloom Energy position peaked at $310K in Q1 2022.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.