Surevest’s Beam Global BEEM Stock Holding History

Surevest’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 Q3	$9K	Hold	703	–	–	﹤0.01%	289
2022 Q2	$11K	Hold	703	–	–	﹤0.01%	306
2022 Q1	$14K	Hold	703	–	–	﹤0.01%	259
2021 Q4	$13K	Buy	+703	New	+$19.2K	﹤0.01%	267

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

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

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

NWM

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

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

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

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's BEEM Position: Q3 2022 in Review

Surevest held its Beam Global (BEEM) position steady in Q3 2022 at 703 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Surevest first reported a position in BEEM in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q1 2022. 63 funds tracked by Wall St. Rank hold BEEM as of Q3 2022.

Surevest held 703 shares of Beam Global worth $9K as of Q3 2022.
Surevest left its Beam Global share count unchanged in Q3 2022.
Beam Global made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #289 holding.
Surevest first reported a position in Beam Global in Q4 2021 and has held it in 4 quarters since.
Surevest's Beam Global position peaked at $14K in Q1 2022.
63 funds tracked by Wall St. Rank held Beam Global as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.