Prosperity Capital Advisors’s Beam Therapeutics BEAM Stock Holding History

Prosperity Capital 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	-6,835	Closed	-$235K	–	422
2026 Q2	$235K	Buy	+6,835	New	+$206K	0.01%	386

Other funds holding BEAM

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

BFS

Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Prosperity Capital Advisors's BEAM Position: Q3 2026 in Review

Prosperity Capital Advisors sold out of Beam Therapeutics (BEAM) in Q3 2026, closing a stake of 6,835 shares — an estimated $235K sold.

Prosperity Capital Advisors first reported a position in BEAM in Q2 2026 and held it in 1 quarter. The position peaked at $235K in Q2 2026. 7 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Prosperity Capital Advisors reported no remaining Beam Therapeutics position as of Q3 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 6,835 Beam Therapeutics shares in Q3 2026, an estimated $235K.
Prosperity Capital Advisors first reported a position in Beam Therapeutics in Q2 2026 and held it in 1 quarter.
Prosperity Capital Advisors's Beam Therapeutics position peaked at $235K in Q2 2026.
7 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.