Washington Trust’s Bloom Energy BE Stock Holding History

Washington Trust’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 Q4	–	Sell	-38	Closed	-$504	–	841
2023 Q3	$504	Hold	38	–	–	﹤0.01%	877
2023 Q2	$621	Hold	38	–	–	﹤0.01%	879
2023 Q1	$757	Hold	38	–	–	﹤0.01%	909
2022 Q4	$727	Hold	38	–	–	﹤0.01%	926
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	836
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	841
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	871
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	880
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	999
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	984
2021 Q1	$1K	Buy	+38	New	+$1.24K	﹤0.01%	944

Other funds holding BE

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Washington Trust's BE Position: Q4 2023 in Review

Washington Trust sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 38 shares — an estimated $504 sold.

Washington Trust first reported a position in BE in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Washington Trust reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 38 Bloom Energy shares in Q4 2023, an estimated $504.
Washington Trust first reported a position in Bloom Energy in Q1 2021 and held it in 11 quarters.
Washington Trust's Bloom Energy position peaked at $1K in Q3 2022.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.