V Wealth Advisors’s Bloom Energy BE Stock Holding History

V 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
2022 Q2	–	Sell	-8,750	Closed	-$211K	–	412
2022 Q1	$211K	Sell	8,750 -2,000	-19%	-$39.1K	0.03%	415
2021 Q4	$236K	Sell	10,750 -8,450	-44%	-$214K	0.03%	400
2021 Q3	$359K	Sell	19,200 -3,200	-14%	-$67.7K	0.06%	329
2021 Q2	$602K	Sell	22,400 -500	-2%	-$12.1K	0.1%	233
2021 Q1	$619K	Sell	22,900 -25	-0.1%	-$815	0.11%	205
2020 Q4	$657K	Sell	22,925 -875	-4%	-$18.7K	0.14%	175
2020 Q3	$428K	Buy	+23,800	New	+$355K	0.3%	84

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's BE Position: Q2 2022 in Review

V Wealth Advisors sold out of Bloom Energy (BE) in Q2 2022, closing a stake of 8,750 shares — an estimated $211K sold.

V Wealth Advisors first reported a position in BE in Q3 2020 and held it in 7 quarters. The position peaked at $657K in Q4 2020. 291 funds tracked by Wall St. Rank hold BE as of Q2 2022.

V Wealth Advisors reported no remaining Bloom Energy position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 8,750 Bloom Energy shares in Q2 2022, an estimated $211K.
V Wealth Advisors first reported a position in Bloom Energy in Q3 2020 and held it in 7 quarters.
V Wealth Advisors's Bloom Energy position peaked at $657K in Q4 2020.
291 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.