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R.H. Bluestein & Co’s Beam Global BEEM Stock Holding History

R.H. Bluestein & Co’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
2021
Q3 		– Sell
-5,500
Closed -$211K – 425
2021
Q2 		$211K Hold
5,500
– – 0.01% 409
2021
Q1 		$238K Hold
5,500
– – 0.01% 365
2020
Q4 		$406K Buy
+5,500
New +$152K 0.02% 226

Other funds holding BEEM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

R.H. Bluestein & Co's BEEM Position: Q3 2021 in Review

R.H. Bluestein & Co sold out of Beam Global (BEEM) in Q3 2021, closing a stake of 5,500 shares — an estimated $211K sold.

R.H. Bluestein & Co first reported a position in BEEM in Q4 2020 and held it in 3 quarters. The position peaked at $406K in Q4 2020. 77 funds tracked by Wall St. Rank hold BEEM as of Q3 2021.

  • R.H. Bluestein & Co reported no remaining Beam Global position as of Q3 2021 after selling out during the quarter.
  • R.H. Bluestein & Co sold 5,500 Beam Global shares in Q3 2021, an estimated $211K.
  • R.H. Bluestein & Co first reported a position in Beam Global in Q4 2020 and held it in 3 quarters.
  • R.H. Bluestein & Co's Beam Global position peaked at $406K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Beam Global as of Q3 2021.

Based on R.H. Bluestein & Co's 13F filing for Q3 2021, filed 12 Nov 2021.