Wealth Management Associates’s Bloom Energy BE Stock Holding History

Wealth Management Associates’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 Q3	–	Sell	-7,743	Closed	-$208K	–	194
2021 Q2	$208K	Buy	+7,743	New	+$188K	0.12%	189

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealth Management Associates's BE Position: Q3 2021 in Review

Wealth Management Associates sold out of Bloom Energy (BE) in Q3 2021, closing a stake of 7,743 shares — an estimated $208K sold.

Wealth Management Associates first reported a position in BE in Q2 2021 and held it in 1 quarter. The position peaked at $208K in Q2 2021. 271 funds tracked by Wall St. Rank hold BE as of Q3 2021.

Wealth Management Associates reported no remaining Bloom Energy position as of Q3 2021 after selling out during the quarter.
Wealth Management Associates sold 7,743 Bloom Energy shares in Q3 2021, an estimated $208K.
Wealth Management Associates first reported a position in Bloom Energy in Q2 2021 and held it in 1 quarter.
Wealth Management Associates's Bloom Energy position peaked at $208K in Q2 2021.
271 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2021.

Based on Wealth Management Associates's 13F filing for Q3 2021, filed 28 May 2025.