Wipfli Financial Advisors’s Bloom Energy BE Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+33	New	+$744	﹤0.01%	2377

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wipfli Financial Advisors's BE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bloom Energy (BE) in Q3 2022: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2377 among its holdings.

309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

Wipfli Financial Advisors held 33 shares of Bloom Energy worth $1K as of Q3 2022.
Bloom Energy was a new Wipfli Financial Advisors position in Q3 2022.
Bloom Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2377 holding.
309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.