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Wipfli Financial Advisors’s Beam Therapeutics BEAM Stock Holding History

Wipfli 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
2022
Q3 		$21K Buy
+438
New +$25K ﹤0.01% 1545

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's BEAM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Beam Therapeutics (BEAM) in Q3 2022: 438 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #1545 among its holdings.

224 funds tracked by Wall St. Rank hold BEAM as of Q3 2022.

  • Wipfli Financial Advisors held 438 shares of Beam Therapeutics worth $21K as of Q3 2022.
  • Beam Therapeutics was a new Wipfli Financial Advisors position in Q3 2022.
  • Beam Therapeutics made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1545 holding.
  • 224 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.