Advisory Research’s Beam Therapeutics BEAM Stock Holding History

Advisory Research’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 Q2	–	Sell	-7,842	Closed	-$449K	–	377
2022 Q1	$449K	Sell	7,842 -11,350	-59%	-$744K	0.04%	260
2021 Q4	$1.53M	Sell	19,192 -11,351	-37%	-$972K	0.12%	149
2021 Q3	$2.66M	Buy	30,543 +3,135	+11%	+$315K	0.17%	110
2021 Q2	$3.53M	Buy	27,408 +7,099	+35%	+$566K	0.23%	102
2021 Q1	$1.63M	Buy	20,309 +13,710	+208%	+$1.3M	0.11%	149
2020 Q4	$539K	Buy	+6,599	New	+$325K	0.04%	254

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Advisory Research's BEAM Position: Q2 2022 in Review

Advisory Research sold out of Beam Therapeutics (BEAM) in Q2 2022, closing a stake of 7,842 shares — an estimated $449K sold.

Advisory Research first reported a position in BEAM in Q4 2020 and held it in 6 quarters. The position peaked at $3.53M in Q2 2021. 205 funds tracked by Wall St. Rank hold BEAM as of Q2 2022.

Advisory Research reported no remaining Beam Therapeutics position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 7,842 Beam Therapeutics shares in Q2 2022, an estimated $449K.
Advisory Research first reported a position in Beam Therapeutics in Q4 2020 and held it in 6 quarters.
Advisory Research's Beam Therapeutics position peaked at $3.53M in Q2 2021.
205 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.