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Retirement Group’s Beam Therapeutics BEAM Stock Holding History

Retirement 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
Q1 		$5.29K Hold
160
– – ﹤0.01% 553
2023
Q4 		$4.36K Hold
160
– – ﹤0.01% 546
2023
Q3 		$3.85K Hold
160
– – ﹤0.01% 511
2023
Q2 		$5.11K Buy
+160
New +$5.19K ﹤0.01% 504

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Retirement Group's BEAM Position: Q1 2024 in Review

Retirement Group held its Beam Therapeutics (BEAM) position steady in Q1 2024 at 160 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Retirement Group first reported a position in BEAM in Q2 2023 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold BEAM as of Q1 2024.

  • Retirement Group held 160 shares of Beam Therapeutics worth $5.29K as of Q1 2024.
  • Retirement Group left its Beam Therapeutics share count unchanged in Q1 2024.
  • Beam Therapeutics made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #553 holding.
  • Retirement Group first reported a position in Beam Therapeutics in Q2 2023 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.