NWM
BEEM icon

Navigation Wealth Management’s Beam Global BEEM Stock Holding History

Navigation Wealth 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
2022
Q4 		– Sell
-100
Closed -$1K – 9
2022
Q3 		$1K Hold
100
– – 0.11% 24
2022
Q2 		$2K Hold
100
– – 0.22% 20
2022
Q1 		$2K Hold
100
– – 0.02% 22
2021
Q4 		$1K Hold
100
– – ﹤0.01% 50
2021
Q3 		$3K Hold
100
– – 0.02% 57
2021
Q2 		$4K Hold
100
– – ﹤0.01% 47
2021
Q1 		$4K Buy
+100
New +$5.26K ﹤0.01% 37

Other funds holding BEEM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navigation Wealth Management's BEEM Position: Q4 2022 in Review

Navigation Wealth Management sold out of Beam Global (BEEM) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Navigation Wealth Management first reported a position in BEEM in Q1 2021 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 68 funds tracked by Wall St. Rank hold BEEM as of Q4 2022.

  • Navigation Wealth Management reported no remaining Beam Global position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 100 Beam Global shares in Q4 2022, an estimated $1K.
  • Navigation Wealth Management first reported a position in Beam Global in Q1 2021 and held it in 7 quarters.
  • Navigation Wealth Management's Beam Global position peaked at $4K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Beam Global as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.