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Vancity Investment Management’s Bloom Energy BE Stock Holding History

Vancity Investment 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
2021
Q3 		– Sell
-158,809
Closed -$4.27M – 62
2021
Q2 		$4.27M Sell
158,809
-186,180
-54% -$4.52M 0.6% 56
2021
Q1 		$9.33M Buy
344,989
+6,564
+2% +$214K 1.72% 20
2020
Q4 		$9.7M Buy
+338,425
New +$7.22M 1.94% 17

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vancity Investment Management's BE Position: Q3 2021 in Review

Vancity Investment Management sold out of Bloom Energy (BE) in Q3 2021, closing a stake of 158,809 shares — an estimated $4.27M sold.

Vancity Investment Management first reported a position in BE in Q4 2020 and held it in 3 quarters. The position peaked at $9.7M in Q4 2020. 271 funds tracked by Wall St. Rank hold BE as of Q3 2021.

  • Vancity Investment Management reported no remaining Bloom Energy position as of Q3 2021 after selling out during the quarter.
  • Vancity Investment Management sold 158,809 Bloom Energy shares in Q3 2021, an estimated $4.27M.
  • Vancity Investment Management first reported a position in Bloom Energy in Q4 2020 and held it in 3 quarters.
  • Vancity Investment Management's Bloom Energy position peaked at $9.7M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2021.

Based on Vancity Investment Management's 13F filing for Q3 2021, filed 7 Oct 2021.