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USCA RIA’s Bloom Energy BE Stock Holding History

USCA RIA’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
2021
Q2 		$337K Buy
12,525
+2,125
+20% +$51.5K 0.02% 459
2021
Q1 		$281K Buy
10,400
+400
+4% +$13K 0.02% 449
2020
Q4 		$287K Sell
10,000
-1,140
-10% -$24.3K 0.02% 413
2020
Q3 		$200K Buy
11,140
+1,140
+11% +$17K 0.02% 422
2020
Q2 		$109K Buy
+10,000
New +$78.1K 0.01% 426

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

USCA RIA's BE Position: Q2 2021 in Review

USCA RIA increased its Bloom Energy (BE) stake by 20% in Q2 2021, buying an estimated $51.5K and bringing the position to 12,525 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #459.

USCA RIA first reported a position in BE in Q2 2020 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

  • USCA RIA held 12,525 shares of Bloom Energy worth $337K as of Q2 2021.
  • USCA RIA bought 2,125 Bloom Energy shares in Q2 2021, an estimated $51.5K.
  • Bloom Energy made up 0.02% of USCA RIA's portfolio in Q2 2021, its #459 holding.
  • USCA RIA first reported a position in Bloom Energy in Q2 2020 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.