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Wealthspire Advisors (Maryland)’s Bloom Energy BE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-16,638
Closed -$215K – 622
2019
Q1 		$215K Buy
+16,638
New +$203K 0.02% 415

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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
SCP
Sandhill Capital Partners Buffalo, New York $1.16B AUM 12.37% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bloom Energy (BE) in Q2 2019, closing a stake of 16,638 shares — an estimated $215K sold.

Wealthspire Advisors (Maryland) first reported a position in BE in Q1 2019 and held it in 1 quarter. The position peaked at $215K in Q1 2019. 162 funds tracked by Wall St. Rank hold BE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bloom Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 16,638 Bloom Energy shares in Q2 2019, an estimated $215K.
  • Wealthspire Advisors (Maryland) first reported a position in Bloom Energy in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Bloom Energy position peaked at $215K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.