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High Net Worth Advisory Group’s Beam Therapeutics BEAM Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-1,000
Closed -$39.1K – 229
2022
Q4 		$39.1K Buy
1,000
+500
+100% +$22.4K 0.02% 363
2022
Q3 		$24K Buy
+500
New +$28.5K 0.01% 423

Other funds holding BEAM

ARK Investment Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

High Net Worth Advisory Group's BEAM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Beam Therapeutics (BEAM) in Q1 2023, closing a stake of 1,000 shares — an estimated $39.1K sold.

High Net Worth Advisory Group first reported a position in BEAM in Q3 2022 and held it in 2 quarters. The position peaked at $39.1K in Q4 2022. 206 funds tracked by Wall St. Rank hold BEAM as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Beam Therapeutics position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,000 Beam Therapeutics shares in Q1 2023, an estimated $39.1K.
  • High Net Worth Advisory Group first reported a position in Beam Therapeutics in Q3 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Beam Therapeutics position peaked at $39.1K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.