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Advisory Services Network’s Beam Global BEEM Stock Holding History

Advisory Services Network’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
Q1 		– Sell
-200
Closed -$1.42K – 1678
2023
Q4 		$1.42K Buy
+200
New +$1.25K ﹤0.01% 3471
2023
Q2 		– Sell
-200
Closed -$3.18K – 1663
2023
Q1 		$3.18K Buy
+200
New +$3.31K ﹤0.01% 3301

Other funds holding BEEM

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's BEEM Position: Q1 2024 in Review

Advisory Services Network sold out of Beam Global (BEEM) in Q1 2024, closing a stake of 200 shares — an estimated $1.42K sold.

Advisory Services Network first reported a position in BEEM in Q1 2023 and held it in 2 quarters. The position peaked at $3.18K in Q1 2023. 54 funds tracked by Wall St. Rank hold BEEM as of Q1 2024.

  • Advisory Services Network reported no remaining Beam Global position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 200 Beam Global shares in Q1 2024, an estimated $1.42K.
  • Advisory Services Network first reported a position in Beam Global in Q1 2023 and held it in 2 quarters.
  • Advisory Services Network's Beam Global position peaked at $3.18K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Beam Global as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.