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Kestra Advisory Services’s Beam Global BEEM Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-4,222
Closed -$287K – 1856
2020
Q4 		$287K Buy
+4,222
New +$117K ﹤0.01% 1495

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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Kestra Advisory Services's BEEM Position: Q1 2021 in Review

Kestra Advisory Services sold out of Beam Global (BEEM) in Q1 2021, closing a stake of 4,222 shares — an estimated $287K sold.

Kestra Advisory Services first reported a position in BEEM in Q4 2020 and held it in 1 quarter. The position peaked at $287K in Q4 2020. 63 funds tracked by Wall St. Rank hold BEEM as of Q1 2021.

  • Kestra Advisory Services reported no remaining Beam Global position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 4,222 Beam Global shares in Q1 2021, an estimated $287K.
  • Kestra Advisory Services first reported a position in Beam Global in Q4 2020 and held it in 1 quarter.
  • Kestra Advisory Services's Beam Global position peaked at $287K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Beam Global as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.