BAM
BEEM icon

Belpointe Asset Management’s Beam Global BEEM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-950
Closed -$15.1K – 861
2023
Q1 		$15.1K Hold
950
– – ﹤0.01% 2466
2022
Q4 		$16.6K Buy
+950
New +$14.2K ﹤0.01% 2302

Other funds holding BEEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Belpointe Asset Management's BEEM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Beam Global (BEEM) in Q2 2023, closing a stake of 950 shares — an estimated $15.1K sold.

Belpointe Asset Management first reported a position in BEEM in Q4 2022 and held it in 2 quarters. The position peaked at $16.6K in Q4 2022. 74 funds tracked by Wall St. Rank hold BEEM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Beam Global position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 950 Beam Global shares in Q2 2023, an estimated $15.1K.
  • Belpointe Asset Management first reported a position in Beam Global in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Beam Global position peaked at $16.6K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Beam Global as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.