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Atria Investments’s Beam Therapeutics BEAM Stock Holding History

Atria Investments’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
-12,111
Closed -$206K – 2017
2025
Q2 		$206K Buy
12,111
+2,104
+21% +$36.6K ﹤0.01% 1916
2025
Q1 		$195K Buy
10,007
+445
+5% +$11.7K ﹤0.01% 1828
2024
Q4 		$237K Buy
9,562
+1,395
+17% +$35.6K ﹤0.01% 1709
2024
Q3 		$200K Buy
+8,167
New +$211K ﹤0.01% 1834

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

Atria Investments's BEAM Position: Q3 2025 in Review

Atria Investments sold out of Beam Therapeutics (BEAM) in Q3 2025, closing a stake of 12,111 shares — an estimated $206K sold.

Atria Investments first reported a position in BEAM in Q3 2024 and held it in 4 quarters. The position peaked at $237K in Q4 2024. 219 funds tracked by Wall St. Rank hold BEAM as of Q3 2025.

  • Atria Investments reported no remaining Beam Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 12,111 Beam Therapeutics shares in Q3 2025, an estimated $206K.
  • Atria Investments first reported a position in Beam Therapeutics in Q3 2024 and held it in 4 quarters.
  • Atria Investments's Beam Therapeutics position peaked at $237K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.