Vident Investment Advisory’s Bloom Energy BE Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-18,049	Closed	-$295K	–	121
2023 Q2	$295K	Sell	18,049 -9,641	-35%	-$156K	0.01%	888
2023 Q1	$552K	Buy	27,690 +5,689	+26%	+$125K	0.02%	739
2022 Q4	$421K	Buy	22,001 +2,699	+14%	+$53K	0.02%	773
2022 Q3	$374K	Sell	19,302 -4,311	-18%	-$97.1K	0.01%	847
2022 Q2	$388K	Buy	23,613 +1,105	+5%	+$20.2K	0.01%	928
2022 Q1	$543K	Buy	22,508 +3,420	+18%	+$66.8K	0.01%	907
2021 Q4	$419K	Buy	19,088 +4,693	+33%	+$119K	0.01%	977
2021 Q3	$269K	Buy	14,395 +5,735	+66%	+$121K	0.01%	1026
2021 Q2	$233K	Buy	+8,660	New	+$210K	0.01%	999

Other funds holding BE

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Vident Investment Advisory's BE Position: Q3 2023 in Review

Vident Investment Advisory sold out of Bloom Energy (BE) in Q3 2023, closing a stake of 18,049 shares — an estimated $295K sold.

Vident Investment Advisory first reported a position in BE in Q2 2021 and held it in 9 quarters. The position peaked at $552K in Q1 2023. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

Vident Investment Advisory reported no remaining Bloom Energy position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 18,049 Bloom Energy shares in Q3 2023, an estimated $295K.
Vident Investment Advisory first reported a position in Bloom Energy in Q2 2021 and held it in 9 quarters.
Vident Investment Advisory's Bloom Energy position peaked at $552K in Q1 2023.
311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.