IFP Advisors’s Beam Therapeutics BEAM Stock Holding History

IFP 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
2026 Q3	$8.85K	Sell	362 -362	-50%	-$10.1K	﹤0.01%	3467
2026 Q2	$24.8K	Buy	724 +332	+85%	+$10K	﹤0.01%	2842
2026 Q1	$9.34K	Hold	392	–	–	﹤0.01%	3187
2025 Q4	$10.9K	Hold	392	–	–	﹤0.01%	3024
2025 Q3	$9.5K	Buy	+392	New	+$7.8K	﹤0.01%	2928
2025 Q2	–	Hold	0	–	–	–	2600
2024 Q4	–	Hold	0	–	–	–	3752
2023 Q1	–	Sell	-300	Closed	-$6K	–	3449
2022 Q4	$6K	Sell	300 -313	-51%	-$14K	﹤0.01%	3664
2022 Q3	$13K	Buy	613 +240	+64%	+$13.7K	﹤0.01%	3429
2022 Q2	$9K	Hold	373	–	–	﹤0.01%	3448
2022 Q1	$9K	Buy	373 +342	+1,103%	+$22.4K	﹤0.01%	3446
2021 Q4	$2K	Buy	31 +17	+121%	+$1.46K	﹤0.01%	2745
2021 Q3	$2K	Buy	+14	New	+$1.41K	﹤0.01%	2815

Other funds holding BEAM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

IFP Advisors's BEAM Position: Q3 2026 in Review

IFP Advisors reduced its Beam Therapeutics (BEAM) stake by 50% in Q3 2026, selling an estimated $10.1K and leaving 362 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

IFP Advisors first reported a position in BEAM in Q3 2021 and has held it in 11 quarters since. The position peaked at $24.8K in Q2 2026. 56 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

IFP Advisors held 362 shares of Beam Therapeutics worth $8.85K as of Q3 2026.
IFP Advisors sold 362 Beam Therapeutics shares in Q3 2026, an estimated $10.1K.
Beam Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3467 holding.
IFP Advisors first reported a position in Beam Therapeutics in Q3 2021 and has held it in 11 quarters since.
IFP Advisors's Beam Therapeutics position peaked at $24.8K in Q2 2026.
56 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.