Rockefeller Capital Management
BEEM icon

Rockefeller Capital Management’s Beam Global BEEM Stock Holding History

Rockefeller Capital Management’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
-1,038
Closed -$18K – 2160
2022
Q4 		$18K Sell
1,038
-85
-8% -$1.27K ﹤0.01% 2839
2022
Q3 		$13K Buy
1,123
+123
+12% +$1.77K ﹤0.01% 2958
2022
Q2 		$15K Buy
+1,000
New +$17.2K ﹤0.01% 2886

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

Rockefeller Capital Management's BEEM Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Beam Global (BEEM) in Q1 2023, closing a stake of 1,038 shares — an estimated $18K sold.

Rockefeller Capital Management first reported a position in BEEM in Q2 2022 and held it in 3 quarters. The position peaked at $18K in Q4 2022. 65 funds tracked by Wall St. Rank hold BEEM as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Beam Global position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,038 Beam Global shares in Q1 2023, an estimated $18K.
  • Rockefeller Capital Management first reported a position in Beam Global in Q2 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's Beam Global position peaked at $18K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Beam Global as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.