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Cornerstone Planning Group’s Beam Global BEEM Stock Holding History

Cornerstone Planning Group’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
-45
Closed -$228 – 1305
2024
Q2 		$228 Hold
45
– – ﹤0.01% 1172
2024
Q1 		$280 Hold
45
– – ﹤0.01% 996
2023
Q4 		$319 Hold
45
– – ﹤0.01% 825
2023
Q3 		$332 Hold
45
– – ﹤0.01% 960
2023
Q2 		$466 Buy
+45
New +$492 ﹤0.01% 1467
2022
Q4 		$789 Buy
+45
New +$674 ﹤0.01% 1402

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

Cornerstone Planning Group's BEEM Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Beam Global (BEEM) in Q3 2024, closing a stake of 45 shares — an estimated $228 sold.

Cornerstone Planning Group first reported a position in BEEM in Q4 2022 and held it in 6 quarters. The position peaked at $789 in Q4 2022. 50 funds tracked by Wall St. Rank hold BEEM as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Beam Global position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 45 Beam Global shares in Q3 2024, an estimated $228.
  • Cornerstone Planning Group first reported a position in Beam Global in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's Beam Global position peaked at $789 in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Beam Global as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.