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Bogart Wealth LLC’s Beam Global BEEM Stock Holding History

Bogart Wealth LLC’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
-40
Closed -$196 – 1343
2024
Q3 		$196 Hold
40
– – ﹤0.01% 1104
2024
Q2 		$184 Hold
40
– – ﹤0.01% 1087
2024
Q1 		$272 Hold
40
– – ﹤0.01% 1035
2023
Q4 		$284 Hold
40
– – ﹤0.01% 1023
2023
Q3 		$295 Hold
40
– – ﹤0.01% 1031
2023
Q2 		$414 Buy
+40
New +$438 ﹤0.01% 997

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

Bogart Wealth LLC's BEEM Position: Q4 2024 in Review

Bogart Wealth LLC sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 40 shares — an estimated $196 sold.

Bogart Wealth LLC first reported a position in BEEM in Q2 2023 and held it in 6 quarters. The position peaked at $414 in Q2 2023. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • Bogart Wealth LLC reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 40 Beam Global shares in Q4 2024, an estimated $196.
  • Bogart Wealth LLC first reported a position in Beam Global in Q2 2023 and held it in 6 quarters.
  • Bogart Wealth LLC's Beam Global position peaked at $414 in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.