EDRH
BEEM icon

Edmond de Rothschild Holding’s Beam Global BEEM Stock Holding History

Edmond de Rothschild Holding’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
Q4 		– Sell
-1,850
Closed -$13.7K – 696
2023
Q3 		$13.7K Hold
1,850
– – ﹤0.01% 647
2023
Q2 		$19.1K Hold
1,850
– – ﹤0.01% 653
2023
Q1 		$29.4K Hold
1,850
– – ﹤0.01% 637
2022
Q4 		$32.3K Hold
1,850
– – ﹤0.01% 681
2022
Q3 		$23K Hold
1,850
– – ﹤0.01% 737
2022
Q2 		$29K Hold
1,850
– – ﹤0.01% 712
2022
Q1 		$38K Hold
1,850
– – ﹤0.01% 697
2021
Q4 		$34K Hold
1,850
– – ﹤0.01% 740
2021
Q3 		$51K Buy
+1,850
New +$55K ﹤0.01% 688

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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Edmond de Rothschild Holding's BEEM Position: Q4 2023 in Review

Edmond de Rothschild Holding sold out of Beam Global (BEEM) in Q4 2023, closing a stake of 1,850 shares — an estimated $13.7K sold.

Edmond de Rothschild Holding first reported a position in BEEM in Q3 2021 and held it in 9 quarters. The position peaked at $51K in Q3 2021. 66 funds tracked by Wall St. Rank hold BEEM as of Q4 2023.

  • Edmond de Rothschild Holding reported no remaining Beam Global position as of Q4 2023 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,850 Beam Global shares in Q4 2023, an estimated $13.7K.
  • Edmond de Rothschild Holding first reported a position in Beam Global in Q3 2021 and held it in 9 quarters.
  • Edmond de Rothschild Holding's Beam Global position peaked at $51K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q4 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2023, filed 12 Feb 2024.