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Ameritas Advisory Services’s Beam Therapeutics BEAM Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-6
Closed -$102 – 2187
2025
Q2 		$102 Buy
+6
New +$104 ﹤0.01% 2791
2023
Q2 		– Sell
-50
Closed -$1.53K – 728
2023
Q1 		$1.53K Buy
+50
New +$1.97K ﹤0.01% 2465

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Ameritas Advisory Services's BEAM Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Beam Therapeutics (BEAM) in Q3 2025, closing a stake of 6 shares — an estimated $102 sold.

Ameritas Advisory Services first reported a position in BEAM in Q1 2023 and held it in 2 quarters. The position peaked at $1.53K in Q1 2023. 219 funds tracked by Wall St. Rank hold BEAM as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Beam Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 6 Beam Therapeutics shares in Q3 2025, an estimated $102.
  • Ameritas Advisory Services first reported a position in Beam Therapeutics in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Beam Therapeutics position peaked at $1.53K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.