Jefferies Financial Group
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Jefferies Financial Group’s Beam Therapeutics BEAM Stock Holding History

Jefferies Financial Group’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-195,000
Closed -$6.44M – 1422
2024
Q1 		$6.44M Hold
195,000
– – 0.06% 250
2023
Q4 		$5.31M Sell
195,000
-5,000
-3% -$124K 0.03% 382
2023
Q3 		$4.81M Buy
200,000
+5,000
+3% +$134K 0.04% 348
2023
Q2 		$6.23M Buy
+195,000
New +$6.33M 0.06% 303

Other funds holding BEAM

Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Jefferies Financial Group's BEAM Position: Q2 2024 in Review

Jefferies Financial Group sold out of Beam Therapeutics (BEAM) in Q2 2024, closing a stake of 195,000 shares — an estimated $6.44M sold.

Jefferies Financial Group first reported a position in BEAM in Q2 2023 and held it in 4 quarters. The position peaked at $6.44M in Q1 2024. 214 funds tracked by Wall St. Rank hold BEAM as of Q2 2024.

  • Jefferies Financial Group reported no remaining Beam Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 195,000 Beam Therapeutics shares in Q2 2024, an estimated $6.44M.
  • Jefferies Financial Group first reported a position in Beam Therapeutics in Q2 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Beam Therapeutics position peaked at $6.44M in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.