Commonwealth Equity Services
BEEM icon

Commonwealth Equity Services’s Beam Global BEEM Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-31,312
Closed -$144K – 4069
2024
Q2 		$144K Buy
+31,312
New +$186K ﹤0.01% 3733

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BlackRock
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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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services's BEEM Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Beam Global (BEEM) in Q3 2024, closing a stake of 31,312 shares — an estimated $144K sold.

Commonwealth Equity Services first reported a position in BEEM in Q2 2024 and held it in 1 quarter. The position peaked at $144K in Q2 2024. 50 funds tracked by Wall St. Rank hold BEEM as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Beam Global position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 31,312 Beam Global shares in Q3 2024, an estimated $144K.
  • Commonwealth Equity Services first reported a position in Beam Global in Q2 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's Beam Global position peaked at $144K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Beam Global as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.