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Williams Jones Wealth Management’s Bloom Energy BE Stock Holding History

Williams Jones Wealth 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
-13,175
Closed -$356K – 501
2021
Q1 		$356K Buy
13,175
+4,600
+54% +$150K 0.01% 354
2020
Q4 		$246K Buy
+8,575
New +$183K ﹤0.01% 399

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Williams Jones Wealth Management's BE Position: Q2 2021 in Review

Williams Jones Wealth Management sold out of Bloom Energy (BE) in Q2 2021, closing a stake of 13,175 shares — an estimated $356K sold.

Williams Jones Wealth Management first reported a position in BE in Q4 2020 and held it in 2 quarters. The position peaked at $356K in Q1 2021. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

  • Williams Jones Wealth Management reported no remaining Bloom Energy position as of Q2 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 13,175 Bloom Energy shares in Q2 2021, an estimated $356K.
  • Williams Jones Wealth Management first reported a position in Bloom Energy in Q4 2020 and held it in 2 quarters.
  • Williams Jones Wealth Management's Bloom Energy position peaked at $356K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on Williams Jones Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.