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Itau Unibanco Holding S.A.’s Beam Therapeutics BEAM Stock Holding History

Itau Unibanco Holding S.A.’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
2024
Q1 		– Sell
-236
Closed -$6.42K – 150
2023
Q4 		$6.42K Sell
236
-717
-75% -$17.8K ﹤0.01% 333
2023
Q3 		$22.9K Buy
953
+220
+30% +$5.9K ﹤0.01% 358
2023
Q2 		$23.4K Buy
733
+440
+150% +$14.3K ﹤0.01% 391
2023
Q1 		$8.97K Sell
293
-64
-18% -$2.53K ﹤0.01% 456
2022
Q4 		$13.8K Sell
357
-444
-55% -$19.9K ﹤0.01% 434
2022
Q3 		$38K Sell
801
-370
-32% -$21.1K ﹤0.01% 404
2022
Q2 		$45K Buy
1,171
+45
+4% +$1.79K ﹤0.01% 333
2022
Q1 		$65K Buy
1,126
+16
+1% +$1.05K ﹤0.01% 296
2021
Q4 		$91K Buy
+1,110
New +$95K ﹤0.01% 225

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return