Cresset Asset Management
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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
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
ARK Investment Management
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
Nikko Asset Management Americas
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 $3.38T AUM 44.17% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Cresset Asset Management's BEAM Position: Q2 2025 in Review

Cresset Asset Management sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 18,544 shares — an estimated $362K sold.

Cresset Asset Management first reported a position in BEAM in Q4 2020 and held it in 11 quarters. The position peaked at $1.09M in Q2 2024. 217 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • Cresset Asset Management reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 18,544 Beam Therapeutics shares in Q2 2025, an estimated $362K.
  • Cresset Asset Management first reported a position in Beam Therapeutics in Q4 2020 and held it in 11 quarters.
  • Cresset Asset Management's Beam Therapeutics position peaked at $1.09M in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.