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Oliver Lagore Vanvalin Investment Group’s Beam Global BEEM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-200
Closed -$3.18K – 784
2023
Q1 		$3.18K Sell
200
-200
-50% -$3.31K ﹤0.01% 546
2022
Q4 		$6.99K Buy
400
+300
+300% +$4.49K ﹤0.01% 418
2022
Q3 		$1K Buy
+100
New +$1.44K ﹤0.01% 552

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

Oliver Lagore Vanvalin Investment Group's BEEM Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Beam Global (BEEM) in Q2 2023, closing a stake of 200 shares — an estimated $3.18K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BEEM in Q3 2022 and held it in 3 quarters. The position peaked at $6.99K in Q4 2022. 74 funds tracked by Wall St. Rank hold BEEM as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Beam Global position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 200 Beam Global shares in Q2 2023, an estimated $3.18K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Beam Global in Q3 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Beam Global position peaked at $6.99K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Beam Global as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.