Beam Wealth Advisors, Inc. Closed Holding Positions

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Jan 14, 2022
15,003
$74.14 - $83.05 $1.11M - $1.25M
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Jan 14, 2022
9,343
$36.89 - $43.3 $345K - $405K
MANT
Mantech International Corp

Technology
Q3 2021 Filed on Oct 14, 2021
2,845
$72.87 - $87.99 $207K - $250K
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q3 2021 Filed on Oct 14, 2021
11,852
$18.48 - $22.12 $219K - $262K
FSMD
Fidelity Covington Tr Small Mi

ETFs
Q3 2021 Filed on Oct 14, 2021
20,636
$32.48 - $34.98 $670K - $722K
NMR
Nomura Holdings Inc

Financial Services
Q3 2021 Filed on Oct 14, 2021
11,059
$4.69 - $5.24 $51.9K - $57.9K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q3 2021 Filed on Oct 14, 2021
2,972
$65.1 - $69.1 $193K - $205K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q3 2021 Filed on Oct 14, 2021
1,596
$109.27 - $129.35 $174K - $206K
FXI
Ishares Tr

ETFs
Q2 2021 Filed on Jul 13, 2021
13,188
$43.55 - $47.59 $574K - $628K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q2 2021 Filed on Jul 13, 2021
8,462
$51.88 - $52.56 $439K - $445K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2021 Filed on Jul 13, 2021
38,777
$26.04 - $26.14 $1.01M - $1.01M
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2021 Filed on Jul 13, 2021
10,195
$78.5 - $83.84 $800K - $855K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2021 Filed on Jul 13, 2021
3,213
$67.21 - $68.13 $216K - $219K
BKF
Ishares Mcsi Bic ETF

ETFs
Q2 2021 Filed on Jul 13, 2021
14,067
$50.96 - $55.52 $717K - $781K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2021 Filed on Jul 13, 2021
17,291
$53.73 - $54.55 $929K - $943K
CDW
Cdw Corp

Technology
Q1 2021 Filed on May 17, 2021
1,809
$127.16 - $167.9 $230K - $304K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2021 Filed on May 17, 2021
2,792
$85.12 - $92.58 $238K - $258K
CXDC
China Xd Plastics CO LTD

Basic Materials
Q4 2020 Filed on Jan 26, 2021
22,500
$0.99 - $1.2 $22.3K - $27K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2020 Filed on Jan 26, 2021
1,378
$146.74 - $177.7 $202K - $245K
STM
St Microelectronics N.V.

Technology
Q4 2020 Filed on Jan 26, 2021
6,563
$30.46 - $41.99 $200K - $276K
CMCSA
Comcast Corp

Communication Services
Q4 2020 Filed on Jan 26, 2021
5,733
$41.4 - $52.4 $237K - $300K
USA
Liberty All Star Equity Fund

Financial Services
Q4 2020 Filed on Jan 26, 2021
15,877
$5.8 - $6.9 $92.1K - $110K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q4 2020 Filed on Jan 26, 2021
28,013
$41.61 - $48.12 $1.17M - $1.35M
China Sxt Pharmaceuticals In
Q4 2020 Filed on Jan 26, 2021
17,000
N/A
BTG
B2 Gold Corp

Basic Materials
Q4 2020 Filed on Jan 26, 2021
18,390
$5.29 - $7.05 $97.3K - $130K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q4 2020 Filed on Jan 26, 2021
29,340
$33.4 - $40.77 $980K - $1.2M
AMD
Advanced Micro Devices Inc

Technology
Q4 2020 Filed on Jan 26, 2021
4,184
$74.7 - $97.12 $313K - $406K
DOCU
Docusign, Inc.

Technology
Q4 2020 Filed on Jan 26, 2021
1,091
$197.6 - $251.6 $216K - $274K
D
Dominion Energy, Inc

Utilities
Q4 2020 Filed on Jan 26, 2021
2,539
$73.5 - $86.07 $187K - $219K
GEVO
Gevo, Inc.

Basic Materials
Q4 2020 Filed on Jan 26, 2021
18,000
$0.91 - $4.82 $16.4K - $86.8K
MKSI
Mks Instruments Inc

Technology
Q3 2020 Filed on Oct 07, 2020
2,880
$103.3 - $128.48 $298K - $370K
Restorbio Inc
Q3 2020 Filed on Oct 07, 2020
14,000
N/A
MAIN
Main Street Capital Corp

Financial Services
Q3 2020 Filed on Oct 07, 2020
7,000
$28.66 - $33.01 $201K - $231K
IWL
Ishares Tr Russell 200 ETF

ETFs
Q3 2020 Filed on Oct 07, 2020
5,110
$74.58 - $87.05 $381K - $445K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2020 Filed on Oct 07, 2020
3,331
$56.82 - $85.85 $189K - $286K
SR
Spire Inc

Utilities
Q3 2020 Filed on Oct 07, 2020
3,340
$51.52 - $67.17 $172K - $224K
Ishares Gold Trust
Q3 2020 Filed on Oct 07, 2020
10,704
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q3 2020 Filed on Oct 07, 2020
12,651
$87.94 - $94.21 $1.11M - $1.19M
Peoples Utah Bancorp
Q3 2020 Filed on Oct 07, 2020
39,220
N/A
SPOT
Spotify Technology S.A.

Communication Services
Q3 2020 Filed on Oct 07, 2020
771
$231.26 - $291.75 $178K - $225K
MANH
Manhattan Associates Inc

Technology
Q3 2020 Filed on Oct 07, 2020
3,890
$85.54 - $101.59 $333K - $395K
IEHS
Ishares U S ETF Tr Ishares Evo

ETFs
Q2 2020 Filed on Jul 07, 2020
16,823
$25.41 - $32.35 $427K - $544K
INSG
Inseego Corp.

Technology
Q2 2020 Filed on Jul 07, 2020
11,292
$6.85 - $14.07 $77.4K - $159K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2020 Filed on Jul 07, 2020
6,135
$59.53 - $68.92 $365K - $423K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2020 Filed on Jul 07, 2020
9,165
$51.94 - $64.01 $476K - $587K
MCHI
Ishares Msci China ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
22,784
$55.21 - $66.92 $1.26M - $1.52M
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 07, 2020
39,361
N/A
SUB
Ishares Short Term National Mu

ETFs
Q2 2020 Filed on Jul 07, 2020
13,930
$105.27 - $107.99 $1.47M - $1.5M
FBMS
First Bancshares Inc

Financial Services
Q2 2020 Filed on Jul 07, 2020
14,782
$17.15 - $25.01 $254K - $370K
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