Crewe Advisors’s Beam Therapeutics BEAM Stock Holding History

Crewe 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
2024 Q1	–	Sell	-6	Closed	-$164	–	938
2023 Q4	$164	Buy	+6	New	+$149	﹤0.01%	367

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

FCM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Crewe Advisors's BEAM Position: Q1 2024 in Review

Crewe Advisors sold out of Beam Therapeutics (BEAM) in Q1 2024, closing a stake of 6 shares — an estimated $164 sold.

Crewe Advisors first reported a position in BEAM in Q4 2023 and held it in 1 quarter. The position peaked at $164 in Q4 2023. 221 funds tracked by Wall St. Rank hold BEAM as of Q1 2024.

Crewe Advisors reported no remaining Beam Therapeutics position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 6 Beam Therapeutics shares in Q1 2024, an estimated $164.
Crewe Advisors first reported a position in Beam Therapeutics in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Beam Therapeutics position peaked at $164 in Q4 2023.
221 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.