LPL Financial
BEEM icon

LPL Financial’s Beam Global BEEM Stock Holding History

LPL Financial’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
Q4 		– Sell
-49,395
Closed -$243K – 5294
2024
Q3 		$243K Sell
49,395
-9,564
-16% -$52.3K ﹤0.01% 4599
2024
Q2 		$272K Buy
58,959
+305
+0.5% +$1.82K ﹤0.01% 4353
2024
Q1 		$399K Sell
58,654
-5,904
-9% -$40.2K ﹤0.01% 3975
2023
Q4 		$458K Sell
64,558
-10,318
-14% -$64.7K ﹤0.01% 3741
2023
Q3 		$553K Buy
+74,876
New +$701K ﹤0.01% 3400
2021
Q3 		– Sell
-59,468
Closed -$2.28M – 4333
2021
Q2 		$2.28M Buy
59,468
+29,994
+102% +$988K ﹤0.01% 1876
2021
Q1 		$1.28M Buy
29,474
+24,014
+440% +$1.26M ﹤0.01% 2184
2020
Q4 		$403K Buy
+5,460
New +$151K ﹤0.01% 2951

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

LPL Financial's BEEM Position: Q4 2024 in Review

LPL Financial sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 49,395 shares — an estimated $243K sold.

LPL Financial first reported a position in BEEM in Q4 2020 and held it in 8 quarters. The position peaked at $2.28M in Q2 2021. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • LPL Financial reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 49,395 Beam Global shares in Q4 2024, an estimated $243K.
  • LPL Financial first reported a position in Beam Global in Q4 2020 and held it in 8 quarters.
  • LPL Financial's Beam Global position peaked at $2.28M in Q2 2021.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.