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Avidian Wealth Enterprises’s Beam Therapeutics BEAM Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-9,400
Closed -$448K – 450
2022
Q3 		$448K Buy
9,400
+3,300
+54% +$188K 0.03% 254
2022
Q2 		$236K Buy
6,100
+2,359
+63% +$93.8K 0.02% 394
2022
Q1 		$214K Buy
+3,741
New +$245K 0.01% 451

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Avidian Wealth Enterprises's BEAM Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of Beam Therapeutics (BEAM) in Q4 2022, closing a stake of 9,400 shares — an estimated $448K sold.

Avidian Wealth Enterprises first reported a position in BEAM in Q1 2022 and held it in 3 quarters. The position peaked at $448K in Q3 2022. 209 funds tracked by Wall St. Rank hold BEAM as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining Beam Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,400 Beam Therapeutics shares in Q4 2022, an estimated $448K.
  • Avidian Wealth Enterprises first reported a position in Beam Therapeutics in Q1 2022 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Beam Therapeutics position peaked at $448K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.