Physician Wealth Advisors
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Physician Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

Physician 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
2026
Q3 		– Sell
-21
Closed -$721 – 2467
2026
Q2 		$721 Buy
+21
New +$634 ﹤0.01% 1949

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Physician Wealth Advisors's BEAM Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Beam Therapeutics (BEAM) in Q3 2026, closing a stake of 21 shares — an estimated $721 sold.

Physician Wealth Advisors first reported a position in BEAM in Q2 2026 and held it in 1 quarter. The position peaked at $721 in Q2 2026. 191 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Beam Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 21 Beam Therapeutics shares in Q3 2026, an estimated $721.
  • Physician Wealth Advisors first reported a position in Beam Therapeutics in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Beam Therapeutics position peaked at $721 in Q2 2026.
  • 191 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.