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Impact Partnership Wealth’s Beam Global BEEM Stock Holding History

Impact Partnership 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
2023
Q3 		– Sell
-67
Closed -$693 – 1020
2023
Q2 		$693 Buy
+67
New +$733 ﹤0.01% 836

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Partnership Wealth's BEEM Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Beam Global (BEEM) in Q3 2023, closing a stake of 67 shares — an estimated $693 sold.

Impact Partnership Wealth first reported a position in BEEM in Q2 2023 and held it in 1 quarter. The position peaked at $693 in Q2 2023. 66 funds tracked by Wall St. Rank hold BEEM as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Beam Global position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 67 Beam Global shares in Q3 2023, an estimated $693.
  • Impact Partnership Wealth first reported a position in Beam Global in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Beam Global position peaked at $693 in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.