LWANC
BEAM icon

Laurel Wealth Advisors (North Carolina)’s Beam Therapeutics BEAM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-300
Closed -$39K – 677
2021
Q2 		$39K Buy
300
+150
+100% +$12K 0.01% 299
2021
Q1 		$12K Sell
150
-295
-66% -$28.1K ﹤0.01% 402
2020
Q4 		$36K Buy
+445
New +$21.9K 0.01% 284

Other funds holding BEAM

ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BEAM Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Beam Therapeutics (BEAM) in Q3 2021, closing a stake of 300 shares — an estimated $39K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BEAM in Q4 2020 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 231 funds tracked by Wall St. Rank hold BEAM as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Beam Therapeutics position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 300 Beam Therapeutics shares in Q3 2021, an estimated $39K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Beam Therapeutics in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Beam Therapeutics position peaked at $39K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.