Carlson Capital’s Beam Global BEEM Stock Holding History

Carlson Capital’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
2021 Q1	–	Sell	-25,000	Closed	-$1.84M	–	172
2020 Q4	$1.84M	Buy	+25,000	New	+$693K	0.07%	139

Other funds holding BEEM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Carlson Capital's BEEM Position: Q1 2021 in Review

Carlson Capital sold out of Beam Global (BEEM) in Q1 2021, closing a stake of 25,000 shares — an estimated $1.84M sold.

Carlson Capital first reported a position in BEEM in Q4 2020 and held it in 1 quarter. The position peaked at $1.84M in Q4 2020. 63 funds tracked by Wall St. Rank hold BEEM as of Q1 2021.

Carlson Capital reported no remaining Beam Global position as of Q1 2021 after selling out during the quarter.
Carlson Capital sold 25,000 Beam Global shares in Q1 2021, an estimated $1.84M.
Carlson Capital first reported a position in Beam Global in Q4 2020 and held it in 1 quarter.
Carlson Capital's Beam Global position peaked at $1.84M in Q4 2020.
63 funds tracked by Wall St. Rank held Beam Global as of Q1 2021.

Based on Carlson Capital's 13F filing for Q1 2021, filed 13 May 2021.