VitalStone Financial’s Beam Global BEEM Stock Holding History

VitalStone 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
2023 Q2	–	Sell	-112	Closed	-$2K	–	914
2023 Q1	$2K	Buy	+112	New	+$1.85K	﹤0.01%	294

Other funds holding BEEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VitalStone Financial's BEEM Position: Q2 2023 in Review

VitalStone Financial sold out of Beam Global (BEEM) in Q2 2023, closing a stake of 112 shares — an estimated $2K sold.

VitalStone Financial first reported a position in BEEM in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 74 funds tracked by Wall St. Rank hold BEEM as of Q2 2023.

VitalStone Financial reported no remaining Beam Global position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 112 Beam Global shares in Q2 2023, an estimated $2K.
VitalStone Financial first reported a position in Beam Global in Q1 2023 and held it in 1 quarter.
VitalStone Financial's Beam Global position peaked at $2K in Q1 2023.
74 funds tracked by Wall St. Rank held Beam Global as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.