Kestra Investment Management
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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
-165
Closed -$2.81K – 459
2025
Q2 		$2.81K Buy
165
+94
+132% +$1.64K ﹤0.01% 626
2025
Q1 		$1.39K Buy
+71
New +$1.86K ﹤0.01% 789

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 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 165 shares — an estimated $2.81K sold.

Kestra Investment Management first reported a position in BEAM in Q1 2025 and held it in 2 quarters. The position peaked at $2.81K in Q2 2025. 219 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 165 Beam Therapeutics shares in Q3 2025, an estimated $2.81K.
  • 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 $2.81K in Q2 2025.
  • 219 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.