Fairfield Financial Advisors’s Beam Therapeutics BEAM Stock Holding History

Fairfield Financial 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
2025 Q1	–	Sell	-780	Closed	-$19.3K	–	83
2024 Q4	$19.3K	Sell	780 -245	-24%	-$6.25K	0.01%	173
2024 Q3	$25.1K	Sell	1,025 -80	-7%	-$2.07K	0.01%	175
2024 Q2	$25.9K	Buy	+1,105	New	+$27.1K	0.01%	164
2023 Q4	$30.1K	Hold	1,105	–	–	0.01%	179
2023 Q3	$26.6K	Hold	1,105	–	–	0.01%	170
2023 Q2	$35.3K	Sell	1,105 -160	-13%	-$5.19K	0.01%	167
2023 Q1	$38.1K	Hold	1,265	–	–	0.02%	157
2022 Q4	$49.5K	Hold	1,265	–	–	0.02%	132
2022 Q3	$60.3K	Hold	1,265	–	–	0.03%	107
2022 Q2	$49K	Sell	1,265 -80	-6%	-$3.18K	0.02%	115
2022 Q1	$77.1K	Buy	+1,345	New	+$88.2K	0.03%	101

Other funds holding BEAM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fairfield Financial Advisors's BEAM Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Beam Therapeutics (BEAM) in Q1 2025, closing a stake of 780 shares — an estimated $19.3K sold.

Fairfield Financial Advisors first reported a position in BEAM in Q1 2022 and held it in 11 quarters. The position peaked at $77.1K in Q1 2022. 238 funds tracked by Wall St. Rank hold BEAM as of Q1 2025.

Fairfield Financial Advisors reported no remaining Beam Therapeutics position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 780 Beam Therapeutics shares in Q1 2025, an estimated $19.3K.
Fairfield Financial Advisors first reported a position in Beam Therapeutics in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Beam Therapeutics position peaked at $77.1K in Q1 2022.
238 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.