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Essex Investment Management’s Beam Global BEEM Stock Holding History

Essex Investment Management’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
Q1 		– Sell
-87,780
Closed -$622K – 314
2023
Q4 		$622K Sell
87,780
-10,729
-11% -$67.3K 0.12% 168
2023
Q3 		$727K Sell
98,509
-2,777
-3% -$26K 0.12% 217
2023
Q2 		$1.05M Buy
101,286
+10,037
+11% +$110K 0.15% 202
2023
Q1 		$1.45M Buy
91,249
+48,393
+113% +$800K 0.21% 147
2022
Q4 		$749K Hold
42,856
– – 0.12% 222
2022
Q3 		$523K Buy
42,856
+13,261
+45% +$191K 0.08% 237
2022
Q2 		$459K Buy
29,595
+10,569
+56% +$182K 0.07% 253
2022
Q1 		$389K Sell
19,026
-64,251
-77% -$937K 0.05% 279
2021
Q4 		$1.55M Buy
83,277
+3,841
+5% +$105K 0.18% 176
2021
Q3 		$2.17M Sell
79,436
-266
-0.3% -$7.91K 0.27% 121
2021
Q2 		$3.05M Buy
79,702
+4,022
+5% +$133K 0.36% 94
2021
Q1 		$3.28M Sell
75,680
-6,726
-8% -$354K 0.4% 73
2020
Q4 		$6.08M Sell
82,406
-27,114
-25% -$751K 0.75% 26
2020
Q3 		$1.33M Buy
+109,520
New +$1.38M 0.19% 176
2020
Q2 		– Sell
-108,644
Closed -$825K – 421
2020
Q1 		$825K Buy
+108,644
New +$840K 0.17% 180
2019
Q4 		– Sell
-11,800
Closed -$68K – 480
2019
Q3 		$68K Buy
+11,800
New +$64.6K 0.01% 391

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 $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's BEEM Position: Q1 2024 in Review

Essex Investment Management sold out of Beam Global (BEEM) in Q1 2024, closing a stake of 87,780 shares — an estimated $622K sold.

Essex Investment Management first reported a position in BEEM in Q3 2019 and held it in 16 quarters. The position peaked at $6.08M in Q4 2020. 54 funds tracked by Wall St. Rank hold BEEM as of Q1 2024.

  • Essex Investment Management reported no remaining Beam Global position as of Q1 2024 after selling out during the quarter.
  • Essex Investment Management sold 87,780 Beam Global shares in Q1 2024, an estimated $622K.
  • Essex Investment Management first reported a position in Beam Global in Q3 2019 and held it in 16 quarters.
  • Essex Investment Management's Beam Global position peaked at $6.08M in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Beam Global as of Q1 2024.

Based on Essex Investment Management's 13F filing for Q1 2024, filed 3 May 2024.