IA
BEEM icon

IFP Advisors’s Beam Global BEEM Stock Holding History

IFP Advisors’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
2024
Q2 		– Sell
-100
Closed -$680 – 3238
2024
Q1 		$680 Sell
100
-380
-79% -$2.59K ﹤0.01% 2934
2023
Q4 		$3.4K Hold
480
– – ﹤0.01% 2536
2023
Q3 		$3.54K Sell
480
-445
-48% -$4.16K ﹤0.01% 2642
2023
Q2 		$9.58K Sell
925
-50
-5% -$547 ﹤0.01% 2323
2023
Q1 		$13.7K Sell
975
-395
-29% -$6.53K ﹤0.01% 2170
2022
Q4 		$22K Sell
1,370
-595
-30% -$8.9K ﹤0.01% 2802
2022
Q3 		$30K Buy
1,965
+428
+28% +$6.15K ﹤0.01% 2755
2022
Q2 		$24K Hold
1,537
– – ﹤0.01% 2688
2022
Q1 		$24K Buy
1,537
+1,487
+2,974% +$21.7K ﹤0.01% 2688
2021
Q4 		$1K Buy
+50
New +$1.36K ﹤0.01% 2941
2021
Q2 		– Sell
-20
Closed -$659 – 3067
2021
Q1 		$1K Buy
+20
New +$1.05K ﹤0.01% 2790

Other funds holding BEEM

AIC
AWM Investment Company New York $903M AUM 163.47% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

IFP Advisors's BEEM Position: Q2 2024 in Review

IFP Advisors sold out of Beam Global (BEEM) in Q2 2024, closing a stake of 100 shares — an estimated $680 sold.

IFP Advisors first reported a position in BEEM in Q1 2021 and held it in 11 quarters. The position peaked at $30K in Q3 2022. 56 funds tracked by Wall St. Rank hold BEEM as of Q2 2024.

  • IFP Advisors reported no remaining Beam Global position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 100 Beam Global shares in Q2 2024, an estimated $680.
  • IFP Advisors first reported a position in Beam Global in Q1 2021 and held it in 11 quarters.
  • IFP Advisors's Beam Global position peaked at $30K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Beam Global as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.