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Phoenix Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

Phoenix Wealth Advisors’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
2022
Q2 		– Sell
-7,970
Closed -$437K – 110
2022
Q1 		$437K Buy
+7,970
New +$523K 0.45% 57

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.51B AUM 164.17% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Phoenix Wealth Advisors's BEAM Position: Q2 2022 in Review

Phoenix Wealth Advisors sold out of Beam Therapeutics (BEAM) in Q2 2022, closing a stake of 7,970 shares — an estimated $437K sold.

Phoenix Wealth Advisors first reported a position in BEAM in Q1 2022 and held it in 1 quarter. The position peaked at $437K in Q1 2022. 205 funds tracked by Wall St. Rank hold BEAM as of Q2 2022.

  • Phoenix Wealth Advisors reported no remaining Beam Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 7,970 Beam Therapeutics shares in Q2 2022, an estimated $437K.
  • Phoenix Wealth Advisors first reported a position in Beam Therapeutics in Q1 2022 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Beam Therapeutics position peaked at $437K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.