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Northwest Investment Counselors’s Beam Global BEEM Stock Holding History

Northwest Investment Counselors’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
Q3 		– Sell
-6
Closed -$62 – 576
2023
Q2 		$62 Buy
+6
New +$66 ﹤0.01% 545

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Investment Counselors's BEEM Position: Q3 2023 in Review

Northwest Investment Counselors sold out of Beam Global (BEEM) in Q3 2023, closing a stake of 6 shares — an estimated $62 sold.

Northwest Investment Counselors first reported a position in BEEM in Q2 2023 and held it in 1 quarter. The position peaked at $62 in Q2 2023. 66 funds tracked by Wall St. Rank hold BEEM as of Q3 2023.

  • Northwest Investment Counselors reported no remaining Beam Global position as of Q3 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 6 Beam Global shares in Q3 2023, an estimated $62.
  • Northwest Investment Counselors first reported a position in Beam Global in Q2 2023 and held it in 1 quarter.
  • Northwest Investment Counselors's Beam Global position peaked at $62 in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q3 2023.

Based on Northwest Investment Counselors's 13F filing for Q3 2023, filed 12 Oct 2023.