EI
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Ellevest Inc’s Beam Global BEEM Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-12
Closed – – 1610
2022
Q2 		$0 Buy
+12
New +$207 ﹤0.01% 1404

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
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellevest Inc's BEEM Position: Q3 2022 in Review

Ellevest Inc sold out of Beam Global (BEEM) in Q3 2022, closing a stake of 12 shares.

Ellevest Inc first reported a position in BEEM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 63 funds tracked by Wall St. Rank hold BEEM as of Q3 2022.

  • Ellevest Inc reported no remaining Beam Global position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 12 Beam Global shares in Q3 2022.
  • Ellevest Inc first reported a position in Beam Global in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc's Beam Global position peaked at $0 in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Beam Global as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.