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Next Financial Group’s Beam Global BEEM Stock Holding History

Next Financial Group’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
Q4 		$1K Hold
50
– – ﹤0.01% 2702
2021
Q3 		$1K Hold
50
– – ﹤0.01% 2577
2021
Q2 		$2K Hold
50
– – ﹤0.01% 2384
2021
Q1 		$2K Buy
+50
New +$2.63K ﹤0.01% 2289

Other funds holding BEEM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Next Financial Group's BEEM Position: Q4 2021 in Review

Next Financial Group held its Beam Global (BEEM) position steady in Q4 2021 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Next Financial Group first reported a position in BEEM in Q1 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 78 funds tracked by Wall St. Rank hold BEEM as of Q4 2021.

  • Next Financial Group held 50 shares of Beam Global worth $1K as of Q4 2021.
  • Next Financial Group left its Beam Global share count unchanged in Q4 2021.
  • Beam Global made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2702 holding.
  • Next Financial Group first reported a position in Beam Global in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Beam Global position peaked at $2K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Beam Global as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.