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Global Financial Private Client’s Beam Therapeutics BEAM Stock Holding History

Global Financial Private Client’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
-4
Closed -$78 – 367
2025
Q1 		$78 Buy
4
+3
+300% +$79 ﹤0.01% 1623
2024
Q4 		$25 Buy
+1
New +$26 ﹤0.01% 1633

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

Global Financial Private Client's BEAM Position: Q2 2025 in Review

Global Financial Private Client sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 4 shares — an estimated $78 sold.

Global Financial Private Client first reported a position in BEAM in Q4 2024 and held it in 2 quarters. The position peaked at $78 in Q1 2025. 217 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • Global Financial Private Client reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Beam Therapeutics shares in Q2 2025, an estimated $78.
  • Global Financial Private Client first reported a position in Beam Therapeutics in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Beam Therapeutics position peaked at $78 in Q1 2025.
  • 217 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.