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Bell Investment Advisors’s Beam Therapeutics BEAM Stock Holding History

Bell Investment 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
2025
Q2 		– Sell
-43
Closed -$840 – 1893
2025
Q1 		$840 Hold
43
– – ﹤0.01% 1609
2024
Q4 		$1.07K Hold
43
– – ﹤0.01% 1558
2024
Q3 		$1.05K Buy
43
+20
+87% +$517 ﹤0.01% 1571
2024
Q2 		$539 Hold
23
– – ﹤0.01% 1789
2024
Q1 		$760 Hold
23
– – ﹤0.01% 1679
2023
Q4 		$627 Sell
23
-15
-39% -$373 ﹤0.01% 1739
2023
Q3 		$914 Sell
38
-9
-19% -$241 ﹤0.01% 1603
2023
Q2 		$1.5K Hold
47
– – ﹤0.01% 1434
2023
Q1 		$1.44K Buy
47
+16
+52% +$631 ﹤0.01% 1417
2022
Q4 		$1.21K Hold
31
– – ﹤0.01% 1502
2022
Q3 		$1K Sell
31
-70
-69% -$3.99K ﹤0.01% 1321
2022
Q2 		$4K Buy
+101
New +$4.01K ﹤0.01% 770
2021
Q4 		$1K Buy
7
+2
+40% +$171 ﹤0.01% 1348
2021
Q3 		$0 Buy
+5
New +$502 ﹤0.01% 1721

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FCM
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Vanguard Group
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return