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Abich Financial Wealth Management’s Beam Global BEEM Stock Holding History

Abich Financial Wealth Management’s Portfolio BEEM Stock Details BEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-75
Closed -$346 – 425
2024
Q2 		$346 Hold
75
– – ﹤0.01% 734
2024
Q1 		$510 Buy
+75
New +$511 ﹤0.01% 430

Other funds holding BEEM

AIC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abich Financial Wealth Management's BEEM Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Beam Global (BEEM) in Q3 2024, closing a stake of 75 shares — an estimated $346 sold.

Abich Financial Wealth Management first reported a position in BEEM in Q1 2024 and held it in 2 quarters. The position peaked at $510 in Q1 2024. 50 funds tracked by Wall St. Rank hold BEEM as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Beam Global position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 75 Beam Global shares in Q3 2024, an estimated $346.
  • Abich Financial Wealth Management first reported a position in Beam Global in Q1 2024 and held it in 2 quarters.
  • Abich Financial Wealth Management's Beam Global position peaked at $510 in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Beam Global as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.