Nisa Investment Advisors
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Nisa Investment Advisors’s Beam Global BEEM Stock Holding History

Nisa Investment Advisors’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
2023
Q2 		– Sell
-187
Closed -$3K – 2806
2023
Q1 		$3K Hold
187
– – ﹤0.01% 2276
2022
Q4 		$3K Hold
187
– – ﹤0.01% 2330
2022
Q3 		$2K Hold
187
– – ﹤0.01% 2361
2022
Q2 		$3K Buy
+187
New +$3.22K ﹤0.01% 2310

Other funds holding BEEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nisa Investment Advisors's BEEM Position: Q2 2023 in Review

Nisa Investment Advisors sold out of Beam Global (BEEM) in Q2 2023, closing a stake of 187 shares — an estimated $3K sold.

Nisa Investment Advisors first reported a position in BEEM in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2023. 74 funds tracked by Wall St. Rank hold BEEM as of Q2 2023.

  • Nisa Investment Advisors reported no remaining Beam Global position as of Q2 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 187 Beam Global shares in Q2 2023, an estimated $3K.
  • Nisa Investment Advisors first reported a position in Beam Global in Q2 2022 and held it in 4 quarters.
  • Nisa Investment Advisors's Beam Global position peaked at $3K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held Beam Global as of Q2 2023.

Based on Nisa Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.