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Family Management’s Beam Therapeutics BEAM Stock Holding History

Family 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
2022
Q4 		– Sell
-5,690
Closed -$271K – 175
2022
Q3 		$271K Sell
5,690
-25
-0.4% -$1.43K 0.07% 106
2022
Q2 		$221K Sell
5,715
-3,405
-37% -$135K 0.06% 136
2022
Q1 		$523K Hold
9,120
– – 0.15% 93
2021
Q4 		$727K Buy
9,120
+3,586
+65% +$307K 0.19% 86
2021
Q3 		$482K Buy
5,534
+667
+14% +$67K 0.13% 108
2021
Q2 		$626K Buy
+4,867
New +$388K 0.17% 92

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Family Management's BEAM Position: Q4 2022 in Review

Family Management sold out of Beam Therapeutics (BEAM) in Q4 2022, closing a stake of 5,690 shares — an estimated $271K sold.

Family Management first reported a position in BEAM in Q2 2021 and held it in 6 quarters. The position peaked at $727K in Q4 2021. 207 funds tracked by Wall St. Rank hold BEAM as of Q4 2022.

  • Family Management reported no remaining Beam Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Family Management sold 5,690 Beam Therapeutics shares in Q4 2022, an estimated $271K.
  • Family Management first reported a position in Beam Therapeutics in Q2 2021 and held it in 6 quarters.
  • Family Management's Beam Therapeutics position peaked at $727K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2022.

Based on Family Management's 13F filing for Q4 2022, filed 14 Feb 2023.