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MPS Loria Financial Planners’s Beam Therapeutics BEAM Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed -$8K – 146
2021
Q1 		$8K Hold
100
– – ﹤0.01% 307
2020
Q4 		$8K Buy
+100
New +$4.92K ﹤0.01% 316

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
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
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MPS Loria Financial Planners's BEAM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Beam Therapeutics (BEAM) in Q2 2021, closing a stake of 100 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in BEAM in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 231 funds tracked by Wall St. Rank hold BEAM as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Beam Therapeutics position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Beam Therapeutics shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Beam Therapeutics in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Beam Therapeutics position peaked at $8K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.