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WealthShield Partners’s Beam Global BEEM Stock Holding History

WealthShield Partners’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
Q2 		– Sell
-100
Closed -$4K – 798
2021
Q1 		$4K Buy
+100
New +$5.26K ﹤0.01% 982

Other funds holding BEEM

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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

WealthShield Partners's BEEM Position: Q2 2021 in Review

WealthShield Partners sold out of Beam Global (BEEM) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

WealthShield Partners first reported a position in BEEM in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 74 funds tracked by Wall St. Rank hold BEEM as of Q2 2021.

  • WealthShield Partners reported no remaining Beam Global position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 100 Beam Global shares in Q2 2021, an estimated $4K.
  • WealthShield Partners first reported a position in Beam Global in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Beam Global position peaked at $4K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Beam Global as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.