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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

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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

Bell Investment Advisors's BEAM Position: Q2 2025 in Review

Bell Investment Advisors sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 43 shares — an estimated $840 sold.

Bell Investment Advisors first reported a position in BEAM in Q3 2021 and held it in 14 quarters. The position peaked at $4K in Q2 2022. 217 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • Bell Investment Advisors reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 43 Beam Therapeutics shares in Q2 2025, an estimated $840.
  • Bell Investment Advisors first reported a position in Beam Therapeutics in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's Beam Therapeutics position peaked at $4K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.