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Waddell & Reed Financial’s Bloom Energy BE Stock Holding History

Waddell & Reed Financial’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
Q1 		$2.73M Sell
101,000
-44,606
-31% -$1.45M 0.01% 452
2020
Q4 		$4.17M Buy
+145,606
New +$3.11M 0.01% 444
2018
Q4 		– Sell
-750,061
Closed -$25.6M – 497
2018
Q3 		$25.6M Buy
+750,061
New +$21M 0.06% 307

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Waddell & Reed Financial's BE Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Bloom Energy (BE) stake by 31% in Q1 2021, selling an estimated $1.45M and leaving 101,000 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #452.

Waddell & Reed Financial first reported a position in BE in Q3 2018 and has held it in 3 quarters since. The position peaked at $25.6M in Q3 2018. 282 funds tracked by Wall St. Rank hold BE as of Q1 2021.

  • Waddell & Reed Financial held 101,000 shares of Bloom Energy worth $2.73M as of Q1 2021.
  • Waddell & Reed Financial sold 44,606 Bloom Energy shares in Q1 2021, an estimated $1.45M.
  • Bloom Energy made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #452 holding.
  • Waddell & Reed Financial first reported a position in Bloom Energy in Q3 2018 and has held it in 3 quarters since.
  • Waddell & Reed Financial's Bloom Energy position peaked at $25.6M in Q3 2018.
  • 282 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.