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RFP Financial Group’s Beam Therapeutics BEAM Stock Holding History

RFP 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
Q3 		– Sell
-170
Closed -$3.98K – 181
2024
Q2 		$3.98K Hold
170
– – ﹤0.01% 610
2024
Q1 		$5.62K Buy
+170
New +$5.3K ﹤0.01% 510

Other funds holding BEAM

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

RFP Financial Group's BEAM Position: Q3 2024 in Review

RFP Financial Group sold out of Beam Therapeutics (BEAM) in Q3 2024, closing a stake of 170 shares — an estimated $3.98K sold.

RFP Financial Group first reported a position in BEAM in Q1 2024 and held it in 2 quarters. The position peaked at $5.62K in Q1 2024. 221 funds tracked by Wall St. Rank hold BEAM as of Q3 2024.

  • RFP Financial Group reported no remaining Beam Therapeutics position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 170 Beam Therapeutics shares in Q3 2024, an estimated $3.98K.
  • RFP Financial Group first reported a position in Beam Therapeutics in Q1 2024 and held it in 2 quarters.
  • RFP Financial Group's Beam Therapeutics position peaked at $5.62K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.