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Coppell Advisory Solutions Corp’s Beam Global BEEM Stock Holding History

Coppell Advisory Solutions Corp’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
-100
Closed -$1.75K – 273
2022
Q4 		$1.75K Buy
+100
New +$1.5K ﹤0.01% 878

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

Coppell Advisory Solutions Corp's BEEM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Beam Global (BEEM) in Q1 2023, closing a stake of 100 shares — an estimated $1.75K sold.

Coppell Advisory Solutions Corp first reported a position in BEEM in Q4 2022 and held it in 1 quarter. The position peaked at $1.75K in Q4 2022. 65 funds tracked by Wall St. Rank hold BEEM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Beam Global position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 100 Beam Global shares in Q1 2023, an estimated $1.75K.
  • Coppell Advisory Solutions Corp first reported a position in Beam Global in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Beam Global position peaked at $1.75K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Beam Global as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.