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Evoke Wealth’s Beam Global BEEM Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-33
Closed – – 445
2022
Q3 		$0 Hold
33
– – ﹤0.01% 1174
2022
Q2 		$1K Buy
+33
New +$568 ﹤0.01% 1099

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's BEEM Position: Q4 2022 in Review

Evoke Wealth sold out of Beam Global (BEEM) in Q4 2022, closing a stake of 33 shares.

Evoke Wealth first reported a position in BEEM in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 68 funds tracked by Wall St. Rank hold BEEM as of Q4 2022.

  • Evoke Wealth reported no remaining Beam Global position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 33 Beam Global shares in Q4 2022.
  • Evoke Wealth first reported a position in Beam Global in Q2 2022 and held it in 2 quarters.
  • Evoke Wealth's Beam Global position peaked at $1K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Beam Global as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.