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Evelyn Partners Investment Management’s Beam Global BEEM Stock Holding History

Evelyn Partners 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
2025
Q2 		– Sell
-600
Closed -$1.22K – 418
2025
Q1 		$1.22K Buy
+600
New +$1.55K ﹤0.01% 397

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evelyn Partners Investment Management's BEEM Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Beam Global (BEEM) in Q2 2025, closing a stake of 600 shares — an estimated $1.22K sold.

Evelyn Partners Investment Management first reported a position in BEEM in Q1 2025 and held it in 1 quarter. The position peaked at $1.22K in Q1 2025. 39 funds tracked by Wall St. Rank hold BEEM as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Beam Global position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 600 Beam Global shares in Q2 2025, an estimated $1.22K.
  • Evelyn Partners Investment Management first reported a position in Beam Global in Q1 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Beam Global position peaked at $1.22K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Beam Global as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.