Weld Capital Management’s Bloom Energy BE Stock Holding History

Weld Capital Management’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 Q2	–	Sell	-11,254	Closed	-$304K	–	231
2021 Q1	$304K	Buy	+11,254	New	+$367K	0.13%	252
2020 Q2	–	Sell	-12,361	Closed	-$65K	–	473
2020 Q1	$65K	Buy	+12,361	New	+$105K	0.03%	395
2019 Q4	–	Sell	-82,256	Closed	-$267K	–	613
2019 Q3	$267K	Buy	+82,256	New	+$615K	0.05%	613

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Weld Capital Management's BE Position: Q2 2021 in Review

Weld Capital Management sold out of Bloom Energy (BE) in Q2 2021, closing a stake of 11,254 shares — an estimated $304K sold.

Weld Capital Management first reported a position in BE in Q3 2019 and held it in 3 quarters. The position peaked at $304K in Q1 2021. 286 funds tracked by Wall St. Rank hold BE as of Q2 2021.

Weld Capital Management reported no remaining Bloom Energy position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 11,254 Bloom Energy shares in Q2 2021, an estimated $304K.
Weld Capital Management first reported a position in Bloom Energy in Q3 2019 and held it in 3 quarters.
Weld Capital Management's Bloom Energy position peaked at $304K in Q1 2021.
286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.