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Kestra Investment Management’s Beam Therapeutics BEAM Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-236
Closed -$4.19K – 494
2025
Q2 		$4.19K Buy
236
+165
+232% +$2.87K ﹤0.01% 820
2025
Q1 		$1.39K Buy
+71
New +$1.86K ﹤0.01% 789

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
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
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
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Kestra Investment Management's BEAM Position: Q3 2025 in Review

Kestra Investment Management sold out of Beam Therapeutics (BEAM) in Q3 2025, closing a stake of 236 shares — an estimated $4.19K sold.

Kestra Investment Management first reported a position in BEAM in Q1 2025 and held it in 2 quarters. The position peaked at $4.19K in Q2 2025. 218 funds tracked by Wall St. Rank hold BEAM as of Q3 2025.

  • Kestra Investment Management reported no remaining Beam Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 236 Beam Therapeutics shares in Q3 2025, an estimated $4.19K.
  • Kestra Investment Management first reported a position in Beam Therapeutics in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Beam Therapeutics position peaked at $4.19K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.