CPA
BEEM icon

Capital Performance Advisors’s Beam Global BEEM Stock Holding History

Capital Performance Advisors’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
-5,000
Closed -$24.6K – 459
2024
Q3 		$24.6K Buy
+5,000
New +$27.4K 0.01% 545

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

Capital Performance Advisors's BEEM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 5,000 shares — an estimated $24.6K sold.

Capital Performance Advisors first reported a position in BEEM in Q3 2024 and held it in 1 quarter. The position peaked at $24.6K in Q3 2024. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5,000 Beam Global shares in Q4 2024, an estimated $24.6K.
  • Capital Performance Advisors first reported a position in Beam Global in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Beam Global position peaked at $24.6K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.