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Legacy Investment Solutions’s Beam Therapeutics BEAM Stock Holding History

Legacy Investment Solutions’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 		$3.15K Hold
115
– – ﹤0.01% 441
2024
Q3 		$3.16K Buy
+115
New +$2.97K ﹤0.01% 438

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

Legacy Investment Solutions's BEAM Position: Q4 2024 in Review

Legacy Investment Solutions held its Beam Therapeutics (BEAM) position steady in Q4 2024 at 115 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Legacy Investment Solutions first reported a position in BEAM in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.16K in Q3 2024. 231 funds tracked by Wall St. Rank hold BEAM as of Q4 2024.

  • Legacy Investment Solutions held 115 shares of Beam Therapeutics worth $3.15K as of Q4 2024.
  • Legacy Investment Solutions left its Beam Therapeutics share count unchanged in Q4 2024.
  • Beam Therapeutics made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #441 holding.
  • Legacy Investment Solutions first reported a position in Beam Therapeutics in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Beam Therapeutics position peaked at $3.16K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.