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Intelligent Financial Strategies’s Beam Therapeutics BEAM Stock Holding History

Intelligent Financial Strategies’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
Q1 		– Sell
-24
Closed -$2K – 111
2021
Q4 		$2K Buy
+24
New +$2.06K ﹤0.01% 111

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intelligent Financial Strategies's BEAM Position: Q1 2022 in Review

Intelligent Financial Strategies sold out of Beam Therapeutics (BEAM) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

Intelligent Financial Strategies first reported a position in BEAM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 240 funds tracked by Wall St. Rank hold BEAM as of Q1 2022.

  • Intelligent Financial Strategies reported no remaining Beam Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 24 Beam Therapeutics shares in Q1 2022, an estimated $2K.
  • Intelligent Financial Strategies first reported a position in Beam Therapeutics in Q4 2021 and held it in 1 quarter.
  • Intelligent Financial Strategies's Beam Therapeutics position peaked at $2K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2022.

Based on Intelligent Financial Strategies's 13F filing for Q1 2022, filed 25 Apr 2022.