Virtus Investment Advisers’s Bloom Energy BE Stock Holding History

Virtus Investment Advisers’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	-12,608	Closed	-$206K	–	252
2023 Q2	$206K	Hold	12,608	–	–	0.14%	186
2023 Q1	$251K	Hold	12,608	–	–	0.18%	155
2022 Q4	$241K	Hold	12,608	–	–	0.16%	173
2022 Q3	$252K	Buy	+12,608	New	+$284K	0.12%	168

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

Virtus Investment Advisers's BE Position: Q3 2023 in Review

Virtus Investment Advisers sold out of Bloom Energy (BE) in Q3 2023, closing a stake of 12,608 shares — an estimated $206K sold.

Virtus Investment Advisers first reported a position in BE in Q3 2022 and held it in 4 quarters. The position peaked at $252K in Q3 2022. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

Virtus Investment Advisers reported no remaining Bloom Energy position as of Q3 2023 after selling out during the quarter.
Virtus Investment Advisers sold 12,608 Bloom Energy shares in Q3 2023, an estimated $206K.
Virtus Investment Advisers first reported a position in Bloom Energy in Q3 2022 and held it in 4 quarters.
Virtus Investment Advisers's Bloom Energy position peaked at $252K in Q3 2022.
311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Virtus Investment Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.