Wedbush Securities’s Bloom Energy BE Stock Holding History

Wedbush Securities’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 Q1	–	Sell	-11,400	Closed	-$218K	–	1081
2022 Q4	$218K	Hold	11,400	–	–	0.01%	867
2022 Q3	$228K	Buy	+11,400	New	+$257K	0.01%	838

Other funds holding BE

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wedbush Securities's BE Position: Q1 2023 in Review

Wedbush Securities sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 11,400 shares — an estimated $218K sold.

Wedbush Securities first reported a position in BE in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q3 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Wedbush Securities reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Wedbush Securities sold 11,400 Bloom Energy shares in Q1 2023, an estimated $218K.
Wedbush Securities first reported a position in Bloom Energy in Q3 2022 and held it in 2 quarters.
Wedbush Securities's Bloom Energy position peaked at $228K in Q3 2022.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.