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WR Wealth Planners’s Beam Therapeutics BEAM Stock Holding History

WR Wealth Planners’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
Q4 		$37.2K Hold
1,500
– – 0.01% 352
2024
Q3 		$36.8K Hold
1,500
– – 0.01% 382
2024
Q2 		$35.1K Hold
1,500
– – 0.01% 371
2024
Q1 		$49.6K Buy
+1,500
New +$46.7K 0.02% 335
2023
Q4 		– Sell
-1,500
Closed -$36.1K – 242
2023
Q3 		$36.1K Hold
1,500
– – 0.01% 359
2023
Q2 		$47.9K Hold
1,500
– – 0.02% 324
2023
Q1 		$45.9K Buy
+1,500
New +$59.2K 0.02% 329

Other funds holding BEAM

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

WR Wealth Planners's BEAM Position: Q4 2024 in Review

WR Wealth Planners held its Beam Therapeutics (BEAM) position steady in Q4 2024 at 1,500 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #352.

WR Wealth Planners first reported a position in BEAM in Q1 2023 and has held it in 7 quarters since. The position peaked at $49.6K in Q1 2024. 231 funds tracked by Wall St. Rank hold BEAM as of Q4 2024.

  • WR Wealth Planners held 1,500 shares of Beam Therapeutics worth $37.2K as of Q4 2024.
  • WR Wealth Planners left its Beam Therapeutics share count unchanged in Q4 2024.
  • Beam Therapeutics made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #352 holding.
  • WR Wealth Planners first reported a position in Beam Therapeutics in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Beam Therapeutics position peaked at $49.6K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.