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Gladstone Institutional Advisory’s Beam Global BEEM Stock Holding History

Gladstone Institutional Advisory’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
2020
Q4 		– Sell
-29,250
Closed -$356K – 303
2020
Q3 		$356K Buy
+29,250
New +$368K 0.09% 180

Other funds holding BEEM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gladstone Institutional Advisory's BEEM Position: Q4 2020 in Review

Gladstone Institutional Advisory sold out of Beam Global (BEEM) in Q4 2020, closing a stake of 29,250 shares — an estimated $356K sold.

Gladstone Institutional Advisory first reported a position in BEEM in Q3 2020 and held it in 1 quarter. The position peaked at $356K in Q3 2020. 61 funds tracked by Wall St. Rank hold BEEM as of Q4 2020.

  • Gladstone Institutional Advisory reported no remaining Beam Global position as of Q4 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 29,250 Beam Global shares in Q4 2020, an estimated $356K.
  • Gladstone Institutional Advisory first reported a position in Beam Global in Q3 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Beam Global position peaked at $356K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held Beam Global as of Q4 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.