Capital Advisors Ltd’s Beam Therapeutics BEAM Stock Holding History

Capital Advisors Ltd’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
2023 Q4	–	Sell	-27	Closed	-$1K	–	1292
2023 Q3	$1K	Buy	+27	New	+$724	﹤0.01%	1080
2022 Q4	–	Sell	-3	Closed	–	–	1225
2022 Q3	$0	Buy	+3	New	+$171	﹤0.01%	1242

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Capital Advisors Ltd's BEAM Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Beam Therapeutics (BEAM) in Q4 2023, closing a stake of 27 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BEAM in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 185 funds tracked by Wall St. Rank hold BEAM as of Q4 2023.

Capital Advisors Ltd reported no remaining Beam Therapeutics position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 27 Beam Therapeutics shares in Q4 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Beam Therapeutics in Q3 2022 and held it in 2 quarters.
Capital Advisors Ltd's Beam Therapeutics position peaked at $1K in Q3 2023.
185 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.