Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Beam Therapeutics BEAM Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-10
Closed -$241 – 77
2023
Q3 		$241 Buy
+10
New +$268 ﹤0.01% 550

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Legacy Financial Group (Iowa)'s BEAM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Beam Therapeutics (BEAM) in Q4 2023, closing a stake of 10 shares — an estimated $241 sold.

Legacy Financial Group (Iowa) first reported a position in BEAM in Q3 2023 and held it in 1 quarter. The position peaked at $241 in Q3 2023. 185 funds tracked by Wall St. Rank hold BEAM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Beam Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 10 Beam Therapeutics shares in Q4 2023, an estimated $241.
  • Legacy Financial Group (Iowa) first reported a position in Beam Therapeutics in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Beam Therapeutics position peaked at $241 in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.