Beacon Financial Advisory’s Medpace MEDP Stock Holding History

Beacon Financial Advisory’s Portfolio MEDP Stock Details MEDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-492	Closed	-$203K	–	313
2024 Q2	$203K	Buy	+492	New	+$195K	0.08%	275

Other funds holding MEDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beacon Financial Advisory's MEDP Position: Q3 2024 in Review

Beacon Financial Advisory sold out of Medpace (MEDP) in Q3 2024, closing a stake of 492 shares — an estimated $203K sold.

Beacon Financial Advisory first reported a position in MEDP in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 583 funds tracked by Wall St. Rank hold MEDP as of Q3 2024.

Beacon Financial Advisory reported no remaining Medpace position as of Q3 2024 after selling out during the quarter.
Beacon Financial Advisory sold 492 Medpace shares in Q3 2024, an estimated $203K.
Beacon Financial Advisory first reported a position in Medpace in Q2 2024 and held it in 1 quarter.
Beacon Financial Advisory's Medpace position peaked at $203K in Q2 2024.
583 funds tracked by Wall St. Rank held Medpace as of Q3 2024.

Based on Beacon Financial Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.