Ancora Advisors’s Beam Global BEEM Stock Holding History

Ancora 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
2022 Q4	–	Sell	-100	Closed	-$1K	–	1802
2022 Q3	$1K	Sell	100 -342	-77%	-$4.92K	﹤0.01%	1881
2022 Q2	$7K	Hold	442	–	–	﹤0.01%	1678
2022 Q1	$9K	Hold	442	–	–	﹤0.01%	1760
2021 Q4	$8K	Hold	442	–	–	﹤0.01%	1870
2021 Q3	$12K	Hold	442	–	–	﹤0.01%	1624
2021 Q2	$17K	Hold	442	–	–	﹤0.01%	1391
2021 Q1	$19K	Hold	442	–	–	﹤0.01%	1312
2020 Q4	$33K	Buy	+442	New	+$12.2K	﹤0.01%	969

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

Ancora Advisors's BEEM Position: Q4 2022 in Review

Ancora Advisors sold out of Beam Global (BEEM) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Ancora Advisors first reported a position in BEEM in Q4 2020 and held it in 8 quarters. The position peaked at $33K in Q4 2020. 68 funds tracked by Wall St. Rank hold BEEM as of Q4 2022.

Ancora Advisors reported no remaining Beam Global position as of Q4 2022 after selling out during the quarter.
Ancora Advisors sold 100 Beam Global shares in Q4 2022, an estimated $1K.
Ancora Advisors first reported a position in Beam Global in Q4 2020 and held it in 8 quarters.
Ancora Advisors's Beam Global position peaked at $33K in Q4 2020.
68 funds tracked by Wall St. Rank held Beam Global as of Q4 2022.

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