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ALPS Advisors’s Beam Global BEEM Stock Holding History

ALPS Advisors’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
2021
Q4 		– Sell
-75,856
Closed -$2.08M – 897
2021
Q3 		$2.08M Buy
75,856
+9,666
+15% +$287K 0.02% 311
2021
Q2 		$2.54M Sell
66,190
-3,732
-5% -$123K 0.02% 258
2021
Q1 		$3.03M Buy
69,922
+18,025
+35% +$948K 0.03% 216
2020
Q4 		$3.83M Buy
+51,897
New +$1.44M 0.04% 192

Other funds holding BEEM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

ALPS Advisors's BEEM Position: Q4 2021 in Review

ALPS Advisors sold out of Beam Global (BEEM) in Q4 2021, closing a stake of 75,856 shares — an estimated $2.08M sold.

ALPS Advisors first reported a position in BEEM in Q4 2020 and held it in 4 quarters. The position peaked at $3.83M in Q4 2020. 78 funds tracked by Wall St. Rank hold BEEM as of Q4 2021.

  • ALPS Advisors reported no remaining Beam Global position as of Q4 2021 after selling out during the quarter.
  • ALPS Advisors sold 75,856 Beam Global shares in Q4 2021, an estimated $2.08M.
  • ALPS Advisors first reported a position in Beam Global in Q4 2020 and held it in 4 quarters.
  • ALPS Advisors's Beam Global position peaked at $3.83M in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Beam Global as of Q4 2021.

Based on ALPS Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.