VFA
BEAM icon

Valeo Financial Advisors’s Beam Therapeutics BEAM Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-180
Closed -$5K – 1637
2020
Q2 		$5K Buy
+180
New +$3.88K ﹤0.01% 1501

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Valeo Financial Advisors's BEAM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Beam Therapeutics (BEAM) in Q3 2020, closing a stake of 180 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in BEAM in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 85 funds tracked by Wall St. Rank hold BEAM as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Beam Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 180 Beam Therapeutics shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Beam Therapeutics in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Beam Therapeutics position peaked at $5K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.