Cetera Investment Advisers
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Cetera Investment Advisers’s Beam Global BEEM Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-28,749
Closed -$502K – 2173
2022
Q4 		$502K Buy
28,749
+467
+2% +$6.99K ﹤0.01% 1369
2022
Q3 		$345K Buy
+28,282
New +$407K 0.01% 1190
2022
Q2 		– Sell
-21,304
Closed -$436K – 1827
2022
Q1 		$436K Buy
+21,304
New +$311K 0.01% 1250
2021
Q4 		– Sell
-8,524
Closed -$233K – 1860
2021
Q3 		$233K Hold
8,524
– – ﹤0.01% 1583
2021
Q2 		$327K Hold
8,524
– – 0.01% 1366
2021
Q1 		$370K Buy
+8,524
New +$448K 0.01% 1143

Other funds holding BEEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cetera Investment Advisers's BEEM Position: Q1 2023 in Review

Cetera Investment Advisers sold out of Beam Global (BEEM) in Q1 2023, closing a stake of 28,749 shares — an estimated $502K sold.

Cetera Investment Advisers first reported a position in BEEM in Q1 2021 and held it in 6 quarters. The position peaked at $502K in Q4 2022. 65 funds tracked by Wall St. Rank hold BEEM as of Q1 2023.

  • Cetera Investment Advisers reported no remaining Beam Global position as of Q1 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 28,749 Beam Global shares in Q1 2023, an estimated $502K.
  • Cetera Investment Advisers first reported a position in Beam Global in Q1 2021 and held it in 6 quarters.
  • Cetera Investment Advisers's Beam Global position peaked at $502K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Beam Global as of Q1 2023.

Based on Cetera Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.