HIA
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Harbor Investment Advisory’s Beam Therapeutics BEAM Stock Holding History

Harbor Investment Advisory’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
2023
Q2 		– Sell
-1,000
Closed -$30.6K – 1346
2023
Q1 		$30.6K Hold
1,000
– – ﹤0.01% 819
2022
Q4 		$39.1K Hold
1,000
– – 0.01% 755
2022
Q3 		$48K Hold
1,000
– – 0.01% 712
2022
Q2 		$39K Hold
1,000
– – 0.01% 765
2022
Q1 		$57K Hold
1,000
– – 0.01% 711
2021
Q4 		$80K Hold
1,000
– – 0.01% 599
2021
Q3 		$87K Hold
1,000
– – 0.01% 564
2021
Q2 		$129K Hold
1,000
– – 0.02% 457
2021
Q1 		$80K Hold
1,000
– – 0.01% 539
2020
Q4 		$82K Buy
+1,000
New +$49.2K 0.01% 494
2020
Q3 		– Sell
-1,300
Closed -$36K – 1134
2020
Q2 		$36K Buy
+1,300
New +$28K 0.01% 502

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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 $1.51B AUM 164.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return