FAM
BEEM icon

Formidable Asset Management’s Beam Global BEEM Stock Holding History

Formidable Asset 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
2021
Q2 		– Sell
-7,000
Closed -$281K – 318
2021
Q1 		$281K Buy
7,000
+3,242
+86% +$171K 0.06% 222
2020
Q4 		$210K Buy
+3,758
New +$104K 0.05% 253

Other funds holding BEEM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Formidable Asset Management's BEEM Position: Q2 2021 in Review

Formidable Asset Management sold out of Beam Global (BEEM) in Q2 2021, closing a stake of 7,000 shares — an estimated $281K sold.

Formidable Asset Management first reported a position in BEEM in Q4 2020 and held it in 2 quarters. The position peaked at $281K in Q1 2021. 74 funds tracked by Wall St. Rank hold BEEM as of Q2 2021.

  • Formidable Asset Management reported no remaining Beam Global position as of Q2 2021 after selling out during the quarter.
  • Formidable Asset Management sold 7,000 Beam Global shares in Q2 2021, an estimated $281K.
  • Formidable Asset Management first reported a position in Beam Global in Q4 2020 and held it in 2 quarters.
  • Formidable Asset Management's Beam Global position peaked at $281K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Beam Global as of Q2 2021.

Based on Formidable Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.