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Legato Capital Management’s Beam Global BEEM Stock Holding History

Legato Capital 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
2024
Q1 		– Sell
-30,244
Closed -$214K – 571
2023
Q4 		$214K Hold
30,244
– – 0.03% 521
2023
Q3 		$223K Sell
30,244
-2,024
-6% -$18.9K 0.03% 509
2023
Q2 		$334K Buy
32,268
+8,139
+34% +$89.1K 0.05% 479
2023
Q1 		$384K Buy
+24,129
New +$399K 0.07% 390

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legato Capital Management's BEEM Position: Q1 2024 in Review

Legato Capital Management sold out of Beam Global (BEEM) in Q1 2024, closing a stake of 30,244 shares — an estimated $214K sold.

Legato Capital Management first reported a position in BEEM in Q1 2023 and held it in 4 quarters. The position peaked at $384K in Q1 2023. 54 funds tracked by Wall St. Rank hold BEEM as of Q1 2024.

  • Legato Capital Management reported no remaining Beam Global position as of Q1 2024 after selling out during the quarter.
  • Legato Capital Management sold 30,244 Beam Global shares in Q1 2024, an estimated $214K.
  • Legato Capital Management first reported a position in Beam Global in Q1 2023 and held it in 4 quarters.
  • Legato Capital Management's Beam Global position peaked at $384K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Beam Global as of Q1 2024.

Based on Legato Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.