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Clearstead Advisors’s Beam Therapeutics BEAM Stock Holding History

Clearstead 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
2026
Q1 		$2.89M Buy
121,230
+119,730
+7,982% +$3.32M 0.03% 305
2025
Q4 		$41.6K Hold
1,500
– – ﹤0.01% 1477
2025
Q3 		$36.4K Hold
1,500
– – ﹤0.01% 1392
2025
Q2 		$25.5K Hold
1,500
– – ﹤0.01% 1525
2025
Q1 		$29.3K Sell
1,500
-18
-1% -$472 ﹤0.01% 1310
2024
Q4 		$37.6K Buy
1,518
+18
+1% +$459 ﹤0.01% 1229
2024
Q3 		$36.8K Hold
1,500
– – ﹤0.01% 1273
2024
Q2 		$35.1K Buy
+1,500
New +$36.8K ﹤0.01% 1250
2023
Q3 		– Sell
-15
Closed -$479 – 1525
2023
Q2 		$479 Hold
15
– – ﹤0.01% 1303
2023
Q1 		$460 Hold
15
– – ﹤0.01% 1310
2022
Q4 		$587 Hold
15
– – ﹤0.01% 1215
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1126
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1155
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1264
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1158
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1180
2021
Q2 		$2K Buy
+15
New +$1.2K ﹤0.01% 1021

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return