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Kestra Advisory Services’s Beam Therapeutics BEAM Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,112
Closed -$58.5K – 3235
2025
Q4 		$58.5K Buy
+2,112
New +$53.9K ﹤0.01% 3833

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Kestra Advisory Services's BEAM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 2,112 shares — an estimated $58.5K sold.

Kestra Advisory Services first reported a position in BEAM in Q4 2025 and held it in 1 quarter. The position peaked at $58.5K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,112 Beam Therapeutics shares in Q1 2026, an estimated $58.5K.
  • Kestra Advisory Services first reported a position in Beam Therapeutics in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Beam Therapeutics position peaked at $58.5K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.