The Family Firm’s Beam Global BEEM Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-351	Closed	-$1.62K	–	265
2024 Q2	$1.62K	Buy	+351	New	+$2.09K	﹤0.01%	802

Other funds holding BEEM

AIC

AWM Investment Company New York $903M AUM 163.47% 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

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

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

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

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

The Family Firm's BEEM Position: Q3 2024 in Review

The Family Firm sold out of Beam Global (BEEM) in Q3 2024, closing a stake of 351 shares — an estimated $1.62K sold.

The Family Firm first reported a position in BEEM in Q2 2024 and held it in 1 quarter. The position peaked at $1.62K in Q2 2024. 50 funds tracked by Wall St. Rank hold BEEM as of Q3 2024.

The Family Firm reported no remaining Beam Global position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 351 Beam Global shares in Q3 2024, an estimated $1.62K.
The Family Firm first reported a position in Beam Global in Q2 2024 and held it in 1 quarter.
The Family Firm's Beam Global position peaked at $1.62K in Q2 2024.
50 funds tracked by Wall St. Rank held Beam Global as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.