Creative Planning
BEEM icon

Creative Planning’s Beam Global BEEM Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-3,616
Closed -$267K – 2616
2020
Q4 		$267K Sell
3,616
-152,155
-98% -$4.22M ﹤0.01% 1693
2020
Q3 		$1.89M Buy
+155,771
New +$1.96M ﹤0.01% 588
2019
Q4 		– Sell
-152,717
Closed -$881K – 2009
2019
Q3 		$881K Hold
152,717
– – ﹤0.01% 817
2019
Q2 		$754K Buy
+152,717
New +$808K ﹤0.01% 883

Other funds holding BEEM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 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

Creative Planning's BEEM Position: Q1 2021 in Review

Creative Planning sold out of Beam Global (BEEM) in Q1 2021, closing a stake of 3,616 shares — an estimated $267K sold.

Creative Planning first reported a position in BEEM in Q2 2019 and held it in 4 quarters. The position peaked at $1.89M in Q3 2020. 63 funds tracked by Wall St. Rank hold BEEM as of Q1 2021.

  • Creative Planning reported no remaining Beam Global position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 3,616 Beam Global shares in Q1 2021, an estimated $267K.
  • Creative Planning first reported a position in Beam Global in Q2 2019 and held it in 4 quarters.
  • Creative Planning's Beam Global position peaked at $1.89M in Q3 2020.
  • 63 funds tracked by Wall St. Rank held Beam Global as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.