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Arkadios Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-245
Closed -$21K – 693
2021
Q3 		$21K Hold
245
– – ﹤0.01% 1186
2021
Q2 		$31K Buy
+245
New +$19.5K ﹤0.01% 1106

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arkadios Wealth Advisors's BEAM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Beam Therapeutics (BEAM) in Q4 2021, closing a stake of 245 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in BEAM in Q2 2021 and held it in 2 quarters. The position peaked at $31K in Q2 2021. 232 funds tracked by Wall St. Rank hold BEAM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Beam Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 245 Beam Therapeutics shares in Q4 2021, an estimated $21K.
  • Arkadios Wealth Advisors first reported a position in Beam Therapeutics in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Beam Therapeutics position peaked at $31K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.