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Advisornet Financial’s Beam Therapeutics BEAM Stock Holding History

Advisornet Financial’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 		– Sell
-45
Closed -$1.1K – 1992
2024
Q3 		$1.1K Buy
+45
New +$1.16K ﹤0.01% 1914
2022
Q2 		– Sell
-80
Closed -$5K – 1879
2022
Q1 		$5K Buy
80
+20
+33% +$1.31K ﹤0.01% 1603
2021
Q4 		$5K Buy
60
+40
+200% +$3.42K ﹤0.01% 1635
2021
Q3 		$2K Buy
20
+10
+100% +$1K ﹤0.01% 1732
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1731
2021
Q1 		$1K Buy
+10
New +$951 ﹤0.01% 1676

Other funds holding BEAM

FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $15.4B AUM 50.29% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 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 $7.75B AUM 33.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Advisornet Financial's BEAM Position: Q4 2024 in Review

Advisornet Financial sold out of Beam Therapeutics (BEAM) in Q4 2024, closing a stake of 45 shares — an estimated $1.1K sold.

Advisornet Financial first reported a position in BEAM in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 231 funds tracked by Wall St. Rank hold BEAM as of Q4 2024.

  • Advisornet Financial reported no remaining Beam Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 45 Beam Therapeutics shares in Q4 2024, an estimated $1.1K.
  • Advisornet Financial first reported a position in Beam Therapeutics in Q1 2021 and held it in 6 quarters.
  • Advisornet Financial's Beam Therapeutics position peaked at $5K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.