Paloma Partners’s Beam Global BEEM Stock Holding History

Paloma Partners’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
2022 Q2	–	Sell	-15,064	Closed	-$308K	–	1140
2022 Q1	$308K	Sell	15,064 -986	-6%	-$14.4K	0.01%	1120
2021 Q4	$299K	Buy	+16,050	New	+$438K	﹤0.01%	1398

Other funds holding BEEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Paloma Partners's BEEM Position: Q2 2022 in Review

Paloma Partners sold out of Beam Global (BEEM) in Q2 2022, closing a stake of 15,064 shares — an estimated $308K sold.

Paloma Partners first reported a position in BEEM in Q4 2021 and held it in 2 quarters. The position peaked at $308K in Q1 2022. 70 funds tracked by Wall St. Rank hold BEEM as of Q2 2022.

Paloma Partners reported no remaining Beam Global position as of Q2 2022 after selling out during the quarter.
Paloma Partners sold 15,064 Beam Global shares in Q2 2022, an estimated $308K.
Paloma Partners first reported a position in Beam Global in Q4 2021 and held it in 2 quarters.
Paloma Partners's Beam Global position peaked at $308K in Q1 2022.
70 funds tracked by Wall St. Rank held Beam Global as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.