Verus Capital Partners’s Bloom Energy BE Stock Holding History

Verus Capital Partners’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	-10,725	Closed	-$205K	–	297
2022 Q4	$205K	Sell	10,725 -40	-0.4%	-$786	0.04%	243
2022 Q3	$215K	Buy	+10,765	New	+$243K	0.04%	239
2020 Q1	$32K	Sell	6,072 -712	-10%	-$6.04K	0.01%	629
2019 Q4	$51K	Buy	+6,784	New	+$32.9K	0.02%	595

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

Verus Capital Partners's BE Position: Q1 2023 in Review

Verus Capital Partners sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 10,725 shares — an estimated $205K sold.

Verus Capital Partners first reported a position in BE in Q4 2019 and held it in 4 quarters. The position peaked at $215K in Q3 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Verus Capital Partners reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Verus Capital Partners sold 10,725 Bloom Energy shares in Q1 2023, an estimated $205K.
Verus Capital Partners first reported a position in Bloom Energy in Q4 2019 and held it in 4 quarters.
Verus Capital Partners's Bloom Energy position peaked at $215K in Q3 2022.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Verus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.