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Oak Family Advisors’s Beam Global BEEM Stock Holding History

Oak Family 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
2024
Q4 		– Sell
-51,417
Closed -$252K – 125
2024
Q3 		$252K Sell
51,417
-871
-2% -$4.77K 0.08% 112
2024
Q2 		$241K Buy
52,288
+5,181
+11% +$30.8K 0.08% 107
2024
Q1 		$320K Buy
47,107
+9,921
+27% +$67.6K 0.12% 96
2023
Q4 		$264K Buy
+37,186
New +$233K 0.11% 99

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

Oak Family Advisors's BEEM Position: Q4 2024 in Review

Oak Family Advisors sold out of Beam Global (BEEM) in Q4 2024, closing a stake of 51,417 shares — an estimated $252K sold.

Oak Family Advisors first reported a position in BEEM in Q4 2023 and held it in 4 quarters. The position peaked at $320K in Q1 2024. 47 funds tracked by Wall St. Rank hold BEEM as of Q4 2024.

  • Oak Family Advisors reported no remaining Beam Global position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 51,417 Beam Global shares in Q4 2024, an estimated $252K.
  • Oak Family Advisors first reported a position in Beam Global in Q4 2023 and held it in 4 quarters.
  • Oak Family Advisors's Beam Global position peaked at $320K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Beam Global as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.