Veritable’s Bloom Energy BE Stock Holding History

Veritable’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	-10,069	Closed	-$193K	–	894
2022 Q4	$193K	Sell	10,069 -3,402	-25%	-$66.8K	﹤0.01%	826
2022 Q3	$269K	Sell	13,471 -55	-0.4%	-$1.24K	0.01%	659
2022 Q2	$223K	Buy	13,526 +1,896	+16%	+$34.7K	﹤0.01%	778
2022 Q1	$281K	Buy	+11,630	New	+$227K	﹤0.01%	741
2021 Q2	–	Sell	-8,109	Closed	-$219K	–	872
2021 Q1	$219K	Sell	8,109 -2,230	-22%	-$72.7K	﹤0.01%	763
2020 Q4	$296K	Buy	+10,339	New	+$221K	0.01%	629

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

Veritable's BE Position: Q1 2023 in Review

Veritable sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 10,069 shares — an estimated $193K sold.

Veritable first reported a position in BE in Q4 2020 and held it in 6 quarters. The position peaked at $296K in Q4 2020. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Veritable reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Veritable sold 10,069 Bloom Energy shares in Q1 2023, an estimated $193K.
Veritable first reported a position in Bloom Energy in Q4 2020 and held it in 6 quarters.
Veritable's Bloom Energy position peaked at $296K in Q4 2020.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.