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Activest Wealth Management’s Beam Global BEEM Stock Holding History

Activest 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
2023
Q1 		– Sell
-700
Closed -$19.1K – 334
2022
Q4 		$19.1K Hold
700
– – 0.01% 266
2022
Q3 		$19K Buy
+700
New +$10.1K 0.01% 258

Other funds holding BEEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Activest Wealth Management's BEEM Position: Q1 2023 in Review

Activest Wealth Management sold out of Beam Global (BEEM) in Q1 2023, closing a stake of 700 shares — an estimated $19.1K sold.

Activest Wealth Management first reported a position in BEEM in Q3 2022 and held it in 2 quarters. The position peaked at $19.1K in Q4 2022. 65 funds tracked by Wall St. Rank hold BEEM as of Q1 2023.

  • Activest Wealth Management reported no remaining Beam Global position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 700 Beam Global shares in Q1 2023, an estimated $19.1K.
  • Activest Wealth Management first reported a position in Beam Global in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Beam Global position peaked at $19.1K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Beam Global as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.