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American Capital Advisory’s Beam Global BEEM Stock Holding History

American Capital Advisory’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
Q2 		– Sell
-475
Closed -$7.56K – 447
2024
Q1 		$7.56K Buy
+475
New +$3.24K 0.01% 277

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

American Capital Advisory's BEEM Position: Q2 2024 in Review

American Capital Advisory sold out of Beam Global (BEEM) in Q2 2024, closing a stake of 475 shares — an estimated $7.56K sold.

American Capital Advisory first reported a position in BEEM in Q1 2024 and held it in 1 quarter. The position peaked at $7.56K in Q1 2024. 56 funds tracked by Wall St. Rank hold BEEM as of Q2 2024.

  • American Capital Advisory reported no remaining Beam Global position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 475 Beam Global shares in Q2 2024, an estimated $7.56K.
  • American Capital Advisory first reported a position in Beam Global in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's Beam Global position peaked at $7.56K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Beam Global as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.