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Liberty Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-1,000
Closed -$87K – 266
2021
Q3 		$87K Hold
1,000
– – 0.03% 316
2021
Q2 		$129K Hold
1,000
– – 0.05% 182
2021
Q1 		$98K Hold
1,000
– – 0.05% 183
2020
Q4 		$98K Hold
1,000
– – 0.05% 181
2020
Q3 		$25K Buy
+1,000
New +$24.8K 0.01% 362

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's BEAM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Beam Therapeutics (BEAM) in Q4 2021, closing a stake of 1,000 shares — an estimated $87K sold.

Liberty Wealth Management first reported a position in BEAM in Q3 2020 and held it in 5 quarters. The position peaked at $129K in Q2 2021. 232 funds tracked by Wall St. Rank hold BEAM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Beam Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,000 Beam Therapeutics shares in Q4 2021, an estimated $87K.
  • Liberty Wealth Management first reported a position in Beam Therapeutics in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Beam Therapeutics position peaked at $129K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.