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Beacon Harbor Wealth Advisors’s Medpace MEDP Stock Holding History

Beacon Harbor Wealth Advisors’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
Q1 		– Sell
-19,696
Closed -$6.04M – 83
2023
Q4 		$6.04M Sell
19,696
-53
-0.3% -$14.3K 1.76% 20
2023
Q3 		$4.78M Buy
19,749
+16
+0.1% +$4.09K 1.59% 29
2023
Q2 		$4.74M Buy
+19,733
New +$4.1M 1.55% 35

Other funds holding MEDP

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MEDP Position: Q1 2024 in Review

Beacon Harbor Wealth Advisors sold out of Medpace (MEDP) in Q1 2024, closing a stake of 19,696 shares — an estimated $6.04M sold.

Beacon Harbor Wealth Advisors first reported a position in MEDP in Q2 2023 and held it in 3 quarters. The position peaked at $6.04M in Q4 2023. 597 funds tracked by Wall St. Rank hold MEDP as of Q1 2024.

  • Beacon Harbor Wealth Advisors reported no remaining Medpace position as of Q1 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 19,696 Medpace shares in Q1 2024, an estimated $6.04M.
  • Beacon Harbor Wealth Advisors first reported a position in Medpace in Q2 2023 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's Medpace position peaked at $6.04M in Q4 2023.
  • 597 funds tracked by Wall St. Rank held Medpace as of Q1 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.