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SOA Wealth Advisors’s Beam Global BEEM Stock Holding History

SOA Wealth 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
2022
Q1 		– Sell
-25,891
Closed -$519K – 900
2021
Q4 		$519K Buy
25,891
+1,005
+4% +$27.4K 0.13% 94
2021
Q3 		$681K Buy
24,886
+6,197
+33% +$184K 0.17% 81
2021
Q2 		$715K Buy
18,689
+18,476
+8,674% +$609K 0.18% 78
2021
Q1 		$9K Buy
+213
New +$11.2K ﹤0.01% 523

Other funds holding BEEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SOA Wealth Advisors's BEEM Position: Q1 2022 in Review

SOA Wealth Advisors sold out of Beam Global (BEEM) in Q1 2022, closing a stake of 25,891 shares — an estimated $519K sold.

SOA Wealth Advisors first reported a position in BEEM in Q1 2021 and held it in 4 quarters. The position peaked at $715K in Q2 2021. 70 funds tracked by Wall St. Rank hold BEEM as of Q1 2022.

  • SOA Wealth Advisors reported no remaining Beam Global position as of Q1 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 25,891 Beam Global shares in Q1 2022, an estimated $519K.
  • SOA Wealth Advisors first reported a position in Beam Global in Q1 2021 and held it in 4 quarters.
  • SOA Wealth Advisors's Beam Global position peaked at $715K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held Beam Global as of Q1 2022.

Based on SOA Wealth Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.