Krilogy Financial
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Krilogy Financial’s Beam Therapeutics BEAM Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-10,933
Closed -$268K – 223
2024
Q3 		$268K Sell
10,933
-40,403
-79% -$1.04M 0.02% 211
2024
Q2 		$1.2M Buy
51,336
+17,734
+53% +$436K 0.09% 149
2024
Q1 		$1.11M Buy
33,602
+9,985
+42% +$311K 0.09% 158
2023
Q4 		$643K Buy
+23,617
New +$587K 0.05% 177

Other funds holding BEAM

Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Krilogy Financial's BEAM Position: Q4 2024 in Review

Krilogy Financial sold out of Beam Therapeutics (BEAM) in Q4 2024, closing a stake of 10,933 shares — an estimated $268K sold.

Krilogy Financial first reported a position in BEAM in Q4 2023 and held it in 4 quarters. The position peaked at $1.2M in Q2 2024. 231 funds tracked by Wall St. Rank hold BEAM as of Q4 2024.

  • Krilogy Financial reported no remaining Beam Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Krilogy Financial sold 10,933 Beam Therapeutics shares in Q4 2024, an estimated $268K.
  • Krilogy Financial first reported a position in Beam Therapeutics in Q4 2023 and held it in 4 quarters.
  • Krilogy Financial's Beam Therapeutics position peaked at $1.2M in Q2 2024.
  • 231 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2024.

Based on Krilogy Financial's 13F filing for Q4 2024, filed 15 Jan 2025.