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Coppell Advisory Solutions’s Beam Global BEEM Stock Holding History

Coppell Advisory Solutions’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
-100
Closed -$461 – 1883
2024
Q2 		$461 Buy
+100
New +$595 ﹤0.01% 1596
2023
Q4 		$709 Hold
100
– – ﹤0.01% 1470
2023
Q3 		$1.75K Hold
100
– – ﹤0.01% 878
2023
Q2 		$1.06K Buy
+100
New +$1.09K ﹤0.01% 1136
2023
Q1 		– Sell
-100
Closed -$1.75K – 273
2022
Q4 		$1.75K Buy
+100
New +$1.5K ﹤0.01% 878

Other funds holding BEEM

AIC
AWM Investment Company New York $903M AUM 163.47% 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
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

Coppell Advisory Solutions's BEEM Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Beam Global (BEEM) in Q3 2024, closing a stake of 100 shares — an estimated $461 sold.

Coppell Advisory Solutions first reported a position in BEEM in Q4 2022 and held it in 5 quarters. The position peaked at $1.75K in Q3 2023. 50 funds tracked by Wall St. Rank hold BEEM as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Beam Global position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Beam Global shares in Q3 2024, an estimated $461.
  • Coppell Advisory Solutions first reported a position in Beam Global in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Beam Global position peaked at $1.75K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Beam Global as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.