Lindbrook Capital’s Beam Therapeutics BEAM Stock Holding History

Lindbrook Capital’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 Q1	$9.36K	Sell	479 -9	-2%	-$236	﹤0.01%	1684
2024 Q4	$12.1K	Hold	488	–	–	﹤0.01%	1551
2024 Q3	$12K	Sell	488 -102	-17%	-$2.63K	﹤0.01%	1572
2024 Q2	$13.8K	Sell	590 -134	-19%	-$3.29K	﹤0.01%	1451
2024 Q1	$23.9K	Buy	724 +52	+8%	+$1.62K	﹤0.01%	1116
2023 Q4	$18.3K	Buy	672 +323	+93%	+$8.02K	﹤0.01%	1227
2023 Q3	$8.39K	Buy	349 +315	+926%	+$8.44K	﹤0.01%	1503
2023 Q2	$1.09K	Buy	34 +26	+325%	+$844	﹤0.01%	2356
2023 Q1	$245	Sell	8 -59	-88%	-$2.33K	﹤0.01%	2703
2022 Q4	$2.62K	Buy	67 +7	+12%	+$314	﹤0.01%	2116
2022 Q3	$3K	Buy	60 +38	+173%	+$2.17K	﹤0.01%	1841
2022 Q2	$1K	Buy	22 +10	+83%	+$397	﹤0.01%	2152
2022 Q1	$1K	Buy	+12	New	+$787	﹤0.01%	2172

Other funds holding BEAM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindbrook Capital's BEAM Position: Q1 2025 in Review

Lindbrook Capital reduced its Beam Therapeutics (BEAM) stake by 1.8% in Q1 2025, selling an estimated $236 and leaving 479 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Lindbrook Capital first reported a position in BEAM in Q1 2022 and has held it in 13 quarters since. The position peaked at $23.9K in Q1 2024. 238 funds tracked by Wall St. Rank hold BEAM as of Q1 2025.

Lindbrook Capital held 479 shares of Beam Therapeutics worth $9.36K as of Q1 2025.
Lindbrook Capital sold 9 Beam Therapeutics shares in Q1 2025, an estimated $236.
Beam Therapeutics made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1684 holding.
Lindbrook Capital first reported a position in Beam Therapeutics in Q1 2022 and has held it in 13 quarters since.
Lindbrook Capital's Beam Therapeutics position peaked at $23.9K in Q1 2024.
238 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.