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AWM Investment Company’s Beam Global BEEM Stock Holding History

AWM Investment Company’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
Q4 		– Sell
-911,173
Closed -$4.47M – 88
2024
Q3 		$4.47M Sell
911,173
-39,062
-4% -$214K 0.54% 54
2024
Q2 		$4.38M Sell
950,235
-33,300
-3% -$198K 0.59% 51
2024
Q1 		$6.69M Buy
983,535
+76,301
+8% +$520K 0.88% 38
2023
Q4 		$6.43M Buy
907,234
+314,871
+53% +$1.97M 0.85% 38
2023
Q3 		$4.37M Buy
592,363
+167,363
+39% +$1.57M 0.65% 45
2023
Q2 		$4.4M Buy
+425,000
New +$4.65M 0.6% 48

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

AWM Investment Company's BEEM Position: Q4 2024 in Review

AWM Investment Company sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 911,173 shares — an estimated $4.47M sold.

AWM Investment Company first reported a position in BEEM in Q2 2023 and held it in 6 quarters. The position peaked at $6.69M in Q1 2024. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • AWM Investment Company reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • AWM Investment Company sold 911,173 Beam Global shares in Q4 2024, an estimated $4.47M.
  • AWM Investment Company first reported a position in Beam Global in Q2 2023 and held it in 6 quarters.
  • AWM Investment Company's Beam Global position peaked at $6.69M in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on AWM Investment Company's 13F filing for Q4 2024, filed 18 Feb 2025.