JP Morgan Private Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

JP Morgan Private Wealth 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
2022 Q4	–	Sell	-4,715	Closed	-$225K	–	1932
2022 Q3	$225K	Buy	+4,715	New	+$269K	﹤0.01%	1765
2022 Q2	–	Sell	-4,314	Closed	-$247K	–	1926
2022 Q1	$247K	Buy	4,314 +167	+4%	+$11K	﹤0.01%	1835
2021 Q4	$330K	Buy	4,147 +29	+0.7%	+$2.48K	﹤0.01%	1711
2021 Q3	$358K	Sell	4,118 -25	-0.6%	-$2.51K	﹤0.01%	1633
2021 Q2	$533K	Buy	4,143 +1,086	+36%	+$86.5K	﹤0.01%	1456
2021 Q1	$245K	Sell	3,057 -1,683	-36%	-$160K	﹤0.01%	1605
2020 Q4	$387K	Buy	+4,740	New	+$233K	﹤0.01%	1391

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BEAM Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Beam Therapeutics (BEAM) in Q4 2022, closing a stake of 4,715 shares — an estimated $225K sold.

JP Morgan Private Wealth Advisors first reported a position in BEAM in Q4 2020 and held it in 7 quarters. The position peaked at $533K in Q2 2021. 207 funds tracked by Wall St. Rank hold BEAM as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Beam Therapeutics position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,715 Beam Therapeutics shares in Q4 2022, an estimated $225K.
JP Morgan Private Wealth Advisors first reported a position in Beam Therapeutics in Q4 2020 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Beam Therapeutics position peaked at $533K in Q2 2021.
207 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.