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Optimum Investment Advisors’s Beam Global BEEM Stock Holding History

Optimum Investment 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
2023
Q1 		– Sell
-500
Closed -$8.73K – 743
2022
Q4 		$8.73K Hold
500
– – ﹤0.01% 579
2022
Q3 		$6K Hold
500
– – ﹤0.01% 628
2022
Q2 		$8K Hold
500
– – ﹤0.01% 623
2022
Q1 		$10K Hold
500
– – ﹤0.01% 644
2021
Q4 		$9K Hold
500
– – ﹤0.01% 683
2021
Q3 		$14K Hold
500
– – 0.01% 635
2021
Q2 		$19K Sell
500
-500
-50% -$16.5K 0.01% 663
2021
Q1 		$43K Buy
+1,000
New +$52.6K 0.01% 529

Other funds holding BEEM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Optimum Investment Advisors's BEEM Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Beam Global (BEEM) in Q1 2023, closing a stake of 500 shares — an estimated $8.73K sold.

Optimum Investment Advisors first reported a position in BEEM in Q1 2021 and held it in 8 quarters. The position peaked at $43K in Q1 2021. 65 funds tracked by Wall St. Rank hold BEEM as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Beam Global position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Beam Global shares in Q1 2023, an estimated $8.73K.
  • Optimum Investment Advisors first reported a position in Beam Global in Q1 2021 and held it in 8 quarters.
  • Optimum Investment Advisors's Beam Global position peaked at $43K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Beam Global as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.