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Bartlett & Co Wealth Management’s Beam Global BEEM Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-100
Closed -$2.74K – 448
2021
Q3 		$2.74K Buy
+100
New +$2.97K ﹤0.01% 837

Other funds holding BEEM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Bartlett & Co Wealth Management's BEEM Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Beam Global (BEEM) in Q4 2021, closing a stake of 100 shares — an estimated $2.74K sold.

Bartlett & Co Wealth Management first reported a position in BEEM in Q3 2021 and held it in 1 quarter. The position peaked at $2.74K in Q3 2021. 78 funds tracked by Wall St. Rank hold BEEM as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Beam Global position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 100 Beam Global shares in Q4 2021, an estimated $2.74K.
  • Bartlett & Co Wealth Management first reported a position in Beam Global in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Beam Global position peaked at $2.74K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Beam Global as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.