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Calton & Associates’s Beam Global BEEM Stock Holding History

Calton & 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
2024
Q4 		– Sell
-19,000
Closed -$93.3K – 198
2024
Q3 		$93.3K Buy
+19,000
New +$104K 0.04% 235
2023
Q4 		– Sell
-19,400
Closed -$143K – 246
2023
Q3 		$143K Buy
+19,400
New +$182K 0.21% 94

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

Calton & Associates's BEEM Position: Q4 2024 in Review

Calton & Associates sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 19,000 shares — an estimated $93.3K sold.

Calton & Associates first reported a position in BEEM in Q3 2023 and held it in 2 quarters. The position peaked at $143K in Q3 2023. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • Calton & Associates reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 19,000 Beam Global shares in Q4 2024, an estimated $93.3K.
  • Calton & Associates first reported a position in Beam Global in Q3 2023 and held it in 2 quarters.
  • Calton & Associates's Beam Global position peaked at $143K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.