Truist Financial
BEEM icon

Truist Financial’s Beam Global BEEM Stock Holding History

Truist Financial’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
-12,550
Closed -$481K – 2705
2021
Q2 		$481K Hold
12,550
– – ﹤0.01% 2084
2021
Q1 		$544K Buy
12,550
+200
+2% +$10.5K ﹤0.01% 1922
2020
Q4 		$911K Sell
12,350
-21,000
-63% -$582K ﹤0.01% 1524
2020
Q3 		$513K Buy
+33,350
New +$419K ﹤0.01% 1713

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

Truist Financial's BEEM Position: Q3 2021 in Review

Truist Financial sold out of Beam Global (BEEM) in Q3 2021, closing a stake of 12,550 shares — an estimated $481K sold.

Truist Financial first reported a position in BEEM in Q3 2020 and held it in 4 quarters. The position peaked at $911K in Q4 2020. 77 funds tracked by Wall St. Rank hold BEEM as of Q3 2021.

  • Truist Financial reported no remaining Beam Global position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 12,550 Beam Global shares in Q3 2021, an estimated $481K.
  • Truist Financial first reported a position in Beam Global in Q3 2020 and held it in 4 quarters.
  • Truist Financial's Beam Global position peaked at $911K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Beam Global as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.