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Wolff Wiese Magana’s Beam Global BEEM Stock Holding History

Wolff Wiese Magana’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
Q1 		– Sell
-1,800
Closed -$12.8K – 719
2023
Q4 		$12.8K Hold
1,800
– – 0.01% 253
2023
Q3 		$13.3K Sell
1,800
-9,760
-84% -$91.3K 0.01% 315
2023
Q2 		$120K Buy
11,560
+1,532
+15% +$16.8K 0.09% 123
2023
Q1 		$160K Buy
10,028
+8,228
+457% +$136K 0.13% 107
2022
Q4 		$31.4K Hold
1,800
– – 0.03% 225
2022
Q3 		$22K Hold
1,800
– – 0.02% 354
2022
Q2 		$28K Buy
+1,800
New +$31K 0.02% 339

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wolff Wiese Magana's BEEM Position: Q1 2024 in Review

Wolff Wiese Magana sold out of Beam Global (BEEM) in Q1 2024, closing a stake of 1,800 shares — an estimated $12.8K sold.

Wolff Wiese Magana first reported a position in BEEM in Q2 2022 and held it in 7 quarters. The position peaked at $160K in Q1 2023. 54 funds tracked by Wall St. Rank hold BEEM as of Q1 2024.

  • Wolff Wiese Magana reported no remaining Beam Global position as of Q1 2024 after selling out during the quarter.
  • Wolff Wiese Magana sold 1,800 Beam Global shares in Q1 2024, an estimated $12.8K.
  • Wolff Wiese Magana first reported a position in Beam Global in Q2 2022 and held it in 7 quarters.
  • Wolff Wiese Magana's Beam Global position peaked at $160K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Beam Global as of Q1 2024.

Based on Wolff Wiese Magana's 13F filing for Q1 2024, filed 18 Apr 2024.