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West Financial Advisors’s Beam Global BEEM Stock Holding History

West Financial Advisors’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
Q4 		– Sell
-49
Closed -$362 – 163
2023
Q3 		$362 Hold
49
– – ﹤0.01% 197
2023
Q2 		$508 Hold
49
– – ﹤0.01% 174
2023
Q1 		$780 Sell
49
-1
-2% -$17 ﹤0.01% 147
2022
Q4 		$874 Hold
50
– – ﹤0.01% 146
2022
Q3 		$1K Buy
+50
New +$719 ﹤0.01% 167

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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

West Financial Advisors's BEEM Position: Q4 2023 in Review

West Financial Advisors sold out of Beam Global (BEEM) in Q4 2023, closing a stake of 49 shares — an estimated $362 sold.

West Financial Advisors first reported a position in BEEM in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 66 funds tracked by Wall St. Rank hold BEEM as of Q4 2023.

  • West Financial Advisors reported no remaining Beam Global position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 49 Beam Global shares in Q4 2023, an estimated $362.
  • West Financial Advisors first reported a position in Beam Global in Q3 2022 and held it in 5 quarters.
  • West Financial Advisors's Beam Global position peaked at $1K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Beam Global as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.