PWM
BEAM icon

Parkworth Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Parkworth 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
2025
Q2 		– Sell
-1
Closed -$20 – 1359
2025
Q1 		$20 Hold
1
– – ﹤0.01% 1203
2024
Q4 		$25 Buy
+1
New +$26 ﹤0.01% 1235

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Parkworth Wealth Management's BEAM Position: Q2 2025 in Review

Parkworth Wealth Management sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 1 share — an estimated $20 sold.

Parkworth Wealth Management first reported a position in BEAM in Q4 2024 and held it in 2 quarters. The position peaked at $25 in Q4 2024. 216 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • Parkworth Wealth Management reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 1 Beam Therapeutics share in Q2 2025, an estimated $20.
  • Parkworth Wealth Management first reported a position in Beam Therapeutics in Q4 2024 and held it in 2 quarters.
  • Parkworth Wealth Management's Beam Therapeutics position peaked at $25 in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.