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Cresset Asset Management’s Beam Therapeutics BEAM Stock Holding History

Cresset Asset Management’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
-18,544
Closed -$362K – 1471
2025
Q1 		$362K Sell
18,544
-8,926
-32% -$234K ﹤0.01% 1227
2024
Q4 		$681K Sell
27,470
-10,650
-28% -$272K ﹤0.01% 955
2024
Q3 		$934K Sell
38,120
-8,528
-18% -$220K ﹤0.01% 1196
2024
Q2 		$1.09M Buy
46,648
+36,036
+340% +$885K ﹤0.01% 1013
2024
Q1 		$351K Buy
10,612
+289
+3% +$9K ﹤0.01% 1501
2023
Q4 		$281K Buy
+10,323
New +$256K ﹤0.01% 1522
2022
Q1 		– Sell
-4,974
Closed -$396K – 1000
2021
Q4 		$396K Buy
4,974
+1,151
+30% +$98.6K ﹤0.01% 775
2021
Q3 		$333K Hold
3,823
– – ﹤0.01% 800
2021
Q2 		$492K Sell
3,823
-5,981
-61% -$477K 0.01% 556
2021
Q1 		$785K Buy
9,804
+7,170
+272% +$682K 0.01% 356
2020
Q4 		$215K Buy
+2,634
New +$130K ﹤0.01% 687

Other funds holding BEAM

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FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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 $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