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Occudo Quantitative Strategies’s Beam Global BEEM Stock Holding History

Occudo Quantitative Strategies’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
-10,950
Closed -$113K – 987
2023
Q2 		$113K Buy
+10,950
New +$120K 0.01% 916

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

Occudo Quantitative Strategies's BEEM Position: Q3 2023 in Review

Occudo Quantitative Strategies sold out of Beam Global (BEEM) in Q3 2023, closing a stake of 10,950 shares — an estimated $113K sold.

Occudo Quantitative Strategies first reported a position in BEEM in Q2 2023 and held it in 1 quarter. The position peaked at $113K in Q2 2023. 66 funds tracked by Wall St. Rank hold BEEM as of Q3 2023.

  • Occudo Quantitative Strategies reported no remaining Beam Global position as of Q3 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 10,950 Beam Global shares in Q3 2023, an estimated $113K.
  • Occudo Quantitative Strategies first reported a position in Beam Global in Q2 2023 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Beam Global position peaked at $113K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q3 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2023, filed 14 Nov 2023.