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West Oak Capital’s Bloom Energy BE Stock Holding History

West Oak Capital’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
-2
Closed – – 372
2021
Q2 		$0 Buy
+2
New +$49 ﹤0.01% 362

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State Street
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Geode Capital Management
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N
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UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

West Oak Capital's BE Position: Q3 2021 in Review

West Oak Capital sold out of Bloom Energy (BE) in Q3 2021, closing a stake of 2 shares.

West Oak Capital first reported a position in BE in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 271 funds tracked by Wall St. Rank hold BE as of Q3 2021.

  • West Oak Capital reported no remaining Bloom Energy position as of Q3 2021 after selling out during the quarter.
  • West Oak Capital sold 2 Bloom Energy shares in Q3 2021.
  • West Oak Capital first reported a position in Bloom Energy in Q2 2021 and held it in 1 quarter.
  • West Oak Capital's Bloom Energy position peaked at $0 in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2021.

Based on West Oak Capital's 13F filing for Q3 2021, filed 7 Oct 2021.