Parkside Financial Bank & Trust’s Beam Global BEEM Stock Holding History

Parkside Financial Bank & Trust’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
2025 Q2	–	Sell	-64	Closed	-$131	–	2758
2025 Q1	$131	Hold	64	–	–	﹤0.01%	2707
2024 Q4	$203	Hold	64	–	–	﹤0.01%	2047
2024 Q3	$315	Hold	64	–	–	﹤0.01%	1914
2024 Q2	$296	Hold	64	–	–	﹤0.01%	1868
2024 Q1	$436	Hold	64	–	–	﹤0.01%	1781
2023 Q4	$454	Hold	64	–	–	﹤0.01%	1775
2023 Q3	$473	Hold	64	–	–	﹤0.01%	1916
2023 Q2	$663	Hold	64	–	–	﹤0.01%	1874
2023 Q1	$1.02K	Hold	64	–	–	﹤0.01%	1844
2022 Q4	$1.12K	Hold	64	–	–	﹤0.01%	1827
2022 Q3	$1K	Hold	64	–	–	﹤0.01%	1640
2022 Q2	$1K	Hold	64	–	–	﹤0.01%	1672
2022 Q1	$1K	Buy	+64	New	+$934	﹤0.01%	1693

Other funds holding BEEM

IWA

Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Parkside Financial Bank & Trust's BEEM Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Beam Global (BEEM) in Q2 2025, closing a stake of 64 shares — an estimated $131 sold.

Parkside Financial Bank & Trust first reported a position in BEEM in Q1 2022 and held it in 13 quarters. The position peaked at $1.12K in Q4 2022. 39 funds tracked by Wall St. Rank hold BEEM as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining Beam Global position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 64 Beam Global shares in Q2 2025, an estimated $131.
Parkside Financial Bank & Trust first reported a position in Beam Global in Q1 2022 and held it in 13 quarters.
Parkside Financial Bank & Trust's Beam Global position peaked at $1.12K in Q4 2022.
39 funds tracked by Wall St. Rank held Beam Global as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.