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Vident Investment Advisory’s Beam Global BEEM Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-12,364
Closed -$128K – 123
2023
Q2 		$128K Sell
12,364
-320
-3% -$3.5K ﹤0.01% 1112
2023
Q1 		$202K Buy
12,684
+1,384
+12% +$22.9K 0.01% 1106
2022
Q4 		$197K Sell
11,300
-3,052
-21% -$45.7K 0.01% 1039
2022
Q3 		$175K Buy
14,352
+1,712
+14% +$24.6K 0.01% 1025
2022
Q2 		$196K Buy
+12,640
New +$218K 0.01% 1136

Other funds holding BEEM

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vident Investment Advisory's BEEM Position: Q3 2023 in Review

Vident Investment Advisory sold out of Beam Global (BEEM) in Q3 2023, closing a stake of 12,364 shares — an estimated $128K sold.

Vident Investment Advisory first reported a position in BEEM in Q2 2022 and held it in 5 quarters. The position peaked at $202K in Q1 2023. 66 funds tracked by Wall St. Rank hold BEEM as of Q3 2023.

  • Vident Investment Advisory reported no remaining Beam Global position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 12,364 Beam Global shares in Q3 2023, an estimated $128K.
  • Vident Investment Advisory first reported a position in Beam Global in Q2 2022 and held it in 5 quarters.
  • Vident Investment Advisory's Beam Global position peaked at $202K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.