Raymond James Financial Services Advisors’s Beam Therapeutics BEAM Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$232K	Buy	9,485 +327	+4%	+$8.45K	﹤0.01%	3093
2024 Q2	$215K	Buy	9,158 +443	+5%	+$10.9K	﹤0.01%	3078
2024 Q1	$288K	Buy	8,715 +783	+10%	+$24.4K	﹤0.01%	2873
2023 Q4	$216K	Buy	+7,932	New	+$197K	﹤0.01%	2940
2022 Q1	–	Sell	-3,083	Closed	-$246K	–	3336
2021 Q4	$246K	Sell	3,083 -2,858	-48%	-$245K	﹤0.01%	2839
2021 Q3	$517K	Buy	5,941 +3,721	+168%	+$374K	﹤0.01%	2344
2021 Q2	$286K	Buy	+2,220	New	+$177K	﹤0.01%	2753

Other funds holding BEAM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Raymond James Financial Services Advisors's BEAM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Beam Therapeutics (BEAM) stake by 3.6% in Q3 2024, buying an estimated $8.45K and bringing the position to 9,485 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Raymond James Financial Services Advisors first reported a position in BEAM in Q2 2021 and has held it in 7 quarters since. The position peaked at $517K in Q3 2021. 221 funds tracked by Wall St. Rank hold BEAM as of Q3 2024.

Raymond James Financial Services Advisors held 9,485 shares of Beam Therapeutics worth $232K as of Q3 2024.
Raymond James Financial Services Advisors bought 327 Beam Therapeutics shares in Q3 2024, an estimated $8.45K.
Beam Therapeutics made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3093 holding.
Raymond James Financial Services Advisors first reported a position in Beam Therapeutics in Q2 2021 and has held it in 7 quarters since.
Raymond James Financial Services Advisors's Beam Therapeutics position peaked at $517K in Q3 2021.
221 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.