Ameriprise’s Beam Global BEEM Stock Holding History

Ameriprise’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
2022 Q4	–	Sell	-12,112	Closed	-$148K	–	3966
2022 Q3	$148K	Sell	12,112 -33,530	-73%	-$482K	﹤0.01%	3757
2022 Q2	$708K	Sell	45,642 -1,695	-4%	-$29.2K	﹤0.01%	3260
2022 Q1	$968K	Buy	+47,337	New	+$691K	﹤0.01%	3230

Other funds holding BEEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise's BEEM Position: Q4 2022 in Review

Ameriprise sold out of Beam Global (BEEM) in Q4 2022, closing a stake of 12,112 shares — an estimated $148K sold.

Ameriprise first reported a position in BEEM in Q1 2022 and held it in 3 quarters. The position peaked at $968K in Q1 2022. 68 funds tracked by Wall St. Rank hold BEEM as of Q4 2022.

Ameriprise reported no remaining Beam Global position as of Q4 2022 after selling out during the quarter.
Ameriprise sold 12,112 Beam Global shares in Q4 2022, an estimated $148K.
Ameriprise first reported a position in Beam Global in Q1 2022 and held it in 3 quarters.
Ameriprise's Beam Global position peaked at $968K in Q1 2022.
68 funds tracked by Wall St. Rank held Beam Global as of Q4 2022.

Based on Ameriprise's 13F filing for Q4 2022, filed 14 Feb 2023.