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Beese Fulmer Investment Management’s Beam Global BEEM Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-2,000
Closed -$20K – 229
2020
Q2 		$20K Buy
+2,000
New +$15.5K ﹤0.01% 409

Other funds holding BEEM

ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
FA
Friess Associates Greenville, Delaware $59.9M AUM 3.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beese Fulmer Investment Management's BEEM Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Beam Global (BEEM) in Q3 2020, closing a stake of 2,000 shares — an estimated $20K sold.

Beese Fulmer Investment Management first reported a position in BEEM in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 32 funds tracked by Wall St. Rank hold BEEM as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Beam Global position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,000 Beam Global shares in Q3 2020, an estimated $20K.
  • Beese Fulmer Investment Management first reported a position in Beam Global in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Beam Global position peaked at $20K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Beam Global as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.