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VisionPoint Advisory Group’s Beam Global BEEM Stock Holding History

VisionPoint Advisory Group’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
-2
Closed -$9 – 291
2024
Q2 		$9 Hold
2
– – ﹤0.01% 794
2024
Q1 		$14 Hold
2
– – ﹤0.01% 796
2023
Q4 		$14 Hold
2
– – ﹤0.01% 727
2023
Q3 		$15 Hold
2
– – ﹤0.01% 681
2023
Q2 		$21 Buy
+2
New +$22 ﹤0.01% 621

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BA
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VisionPoint Advisory Group's BEEM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Beam Global (BEEM) in Q3 2024, closing a stake of 2 shares — an estimated $9 sold.

VisionPoint Advisory Group first reported a position in BEEM in Q2 2023 and held it in 5 quarters. The position peaked at $21 in Q2 2023. 50 funds tracked by Wall St. Rank hold BEEM as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Beam Global position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2 Beam Global shares in Q3 2024, an estimated $9.
  • VisionPoint Advisory Group first reported a position in Beam Global in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Beam Global position peaked at $21 in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Beam Global as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.