Northwestern Mutual Wealth Management
BEEM icon

Northwestern Mutual Wealth Management’s Beam Global BEEM Stock Holding History

Northwestern Mutual 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
2024
Q4 		– Sell
-1,000
Closed -$4.91K – 3628
2024
Q3 		$4.91K Hold
1,000
– – ﹤0.01% 2905
2024
Q2 		$4.61K Buy
+1,000
New +$5.95K ﹤0.01% 2883
2024
Q1 		– Sell
-18
Closed -$128 – 3582
2023
Q4 		$128 Buy
+18
New +$113 ﹤0.01% 3371
2023
Q3 		– Sell
-100
Closed -$1.03K – 3293
2023
Q2 		$1.03K Buy
+100
New +$1.09K ﹤0.01% 3088

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

Northwestern Mutual Wealth Management's BEEM Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 1,000 shares — an estimated $4.91K sold.

Northwestern Mutual Wealth Management first reported a position in BEEM in Q2 2023 and held it in 4 quarters. The position peaked at $4.91K in Q3 2024. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 Beam Global shares in Q4 2024, an estimated $4.91K.
  • Northwestern Mutual Wealth Management first reported a position in Beam Global in Q2 2023 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Beam Global position peaked at $4.91K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.