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Bard Associates’s Beam Global BEEM Stock Holding History

Bard Associates’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
2025
Q2 		– Sell
-41,455
Closed -$84.6K – 175
2025
Q1 		$84.6K Sell
41,455
-1,950
-4% -$5.02K 0.03% 163
2024
Q4 		$138K Sell
43,405
-11,315
-21% -$46.5K 0.05% 161
2024
Q3 		$269K Sell
54,720
-1,910
-3% -$10.5K 0.09% 150
2024
Q2 		$261K Sell
56,630
-3,600
-6% -$21.4K 0.1% 146
2024
Q1 		$410K Sell
60,230
-2,000
-3% -$13.6K 0.15% 129
2023
Q4 		$441K Sell
62,230
-2,150
-3% -$13.5K 0.17% 123
2023
Q3 		$475K Sell
64,380
-75
-0.1% -$702 0.2% 121
2023
Q2 		$667K Sell
64,455
-100
-0.2% -$1.09K 0.26% 108
2023
Q1 		$1.03M Buy
64,555
+100
+0.2% +$1.65K 0.42% 79
2022
Q4 		$1.13M Buy
64,455
+1,200
+2% +$18K 0.48% 68
2022
Q3 		$772K Sell
63,255
-200
-0.3% -$2.88K 0.35% 91
2022
Q2 		$985K Buy
63,455
+1,805
+3% +$31.1K 0.42% 83
2022
Q1 		$1.26M Hold
61,650
– – 0.44% 81
2021
Q4 		$1.15M Sell
61,650
-3,200
-5% -$87.3K 0.38% 93
2021
Q3 		$1.77M Sell
64,850
-4,950
-7% -$147K 0.6% 64
2021
Q2 		$2.67M Sell
69,800
-2,565
-4% -$84.5K 0.88% 42
2021
Q1 		$3.14M Sell
72,365
-29,710
-29% -$1.56M 1.13% 24
2020
Q4 		$7.53M Sell
102,075
-110,067
-52% -$3.05M 2.97% 5
2020
Q3 		$2.58M Sell
212,142
-630
-0.3% -$7.92K 1.37% 18
2020
Q2 		$2.12M Hold
212,772
– – 1.18% 25
2020
Q1 		$1.61M Sell
212,772
-42,147
-17% -$326K 1.19% 23
2019
Q4 		$1.19M Sell
254,919
-3,800
-1% -$18.8K 0.6% 67
2019
Q3 		$1.49M Sell
258,719
-6,000
-2% -$32.8K 0.76% 51
2019
Q2 		$1.31M Buy
+264,719
New +$1.4M 0.65% 62

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bard Associates's BEEM Position: Q2 2025 in Review

Bard Associates sold out of Beam Global (BEEM) in Q2 2025, closing a stake of 41,455 shares — an estimated $84.6K sold.

Bard Associates first reported a position in BEEM in Q2 2019 and held it in 24 quarters. The position peaked at $7.53M in Q4 2020. 39 funds tracked by Wall St. Rank hold BEEM as of Q2 2025.

  • Bard Associates reported no remaining Beam Global position as of Q2 2025 after selling out during the quarter.
  • Bard Associates sold 41,455 Beam Global shares in Q2 2025, an estimated $84.6K.
  • Bard Associates first reported a position in Beam Global in Q2 2019 and held it in 24 quarters.
  • Bard Associates's Beam Global position peaked at $7.53M in Q4 2020.
  • 39 funds tracked by Wall St. Rank held Beam Global as of Q2 2025.

Based on Bard Associates's 13F filing for Q2 2025, filed 5 Aug 2025.