GAM
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Gemmer Asset Management’s Beam Global BEEM Stock Holding History

Gemmer 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
Q3 		– Sell
-50
Closed -$2K – 1280
2021
Q2 		$2K Hold
50
– – ﹤0.01% 1388
2021
Q1 		$2K Sell
50
-50
-50% -$2.63K ﹤0.01% 1355
2020
Q4 		$7K Buy
+100
New +$2.77K ﹤0.01% 817

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Gemmer Asset Management's BEEM Position: Q3 2021 in Review

Gemmer Asset Management sold out of Beam Global (BEEM) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Gemmer Asset Management first reported a position in BEEM in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 77 funds tracked by Wall St. Rank hold BEEM as of Q3 2021.

  • Gemmer Asset Management reported no remaining Beam Global position as of Q3 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 50 Beam Global shares in Q3 2021, an estimated $2K.
  • Gemmer Asset Management first reported a position in Beam Global in Q4 2020 and held it in 3 quarters.
  • Gemmer Asset Management's Beam Global position peaked at $7K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Beam Global as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.