WQ
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Wealth Quarterback’s Bloom Energy BE Stock Holding History

Wealth Quarterback’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 		$2K Sell
100
-647
-87% -$13.7K ﹤0.01% 701
2021
Q2 		$21K Buy
+747
New +$18.1K 0.01% 339

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealth Quarterback's BE Position: Q3 2021 in Review

Wealth Quarterback reduced its Bloom Energy (BE) stake by 87% in Q3 2021, selling an estimated $13.7K and leaving 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Wealth Quarterback first reported a position in BE in Q2 2021 and has held it in 2 quarters since. The position peaked at $21K in Q2 2021. 271 funds tracked by Wall St. Rank hold BE as of Q3 2021.

  • Wealth Quarterback held 100 shares of Bloom Energy worth $2K as of Q3 2021.
  • Wealth Quarterback sold 647 Bloom Energy shares in Q3 2021, an estimated $13.7K.
  • Bloom Energy made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #701 holding.
  • Wealth Quarterback first reported a position in Bloom Energy in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's Bloom Energy position peaked at $21K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.