Your Advocates Ltd’s Bloom Energy BE Stock Holding History

Your Advocates Ltd’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
2024 Q4	–	Sell	-45	Closed	-$475	–	211
2024 Q3	$475	Hold	45	–	–	﹤0.01%	207
2024 Q2	$551	Sell	45 -10	-18%	-$127	﹤0.01%	207
2024 Q1	$618	Hold	55	–	–	﹤0.01%	200
2023 Q4	$814	Hold	55	–	–	﹤0.01%	200
2023 Q3	$729	Buy	55 +20	+57%	+$314	﹤0.01%	230
2023 Q2	$572	Hold	35	–	–	﹤0.01%	248
2023 Q1	$698	Buy	35 +20	+133%	+$438	﹤0.01%	209
2022 Q4	$287	Buy	15 +5	+50%	+$98	﹤0.01%	208
2022 Q3	$0	Buy	+10	New	+$225	﹤0.01%	203

Other funds holding BE

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Your Advocates Ltd's BE Position: Q4 2024 in Review

Your Advocates Ltd sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 45 shares — an estimated $475 sold.

Your Advocates Ltd first reported a position in BE in Q3 2022 and held it in 9 quarters. The position peaked at $814 in Q4 2023. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

Your Advocates Ltd reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
Your Advocates Ltd sold 45 Bloom Energy shares in Q4 2024, an estimated $475.
Your Advocates Ltd first reported a position in Bloom Energy in Q3 2022 and held it in 9 quarters.
Your Advocates Ltd's Bloom Energy position peaked at $814 in Q4 2023.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.