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Putney Financial Group’s Beam Therapeutics BEAM Stock Holding History

Putney Financial Group’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 		– Sell
-125
Closed -$3.1K – 282
2024
Q4 		$3.1K Buy
+125
New +$3.19K ﹤0.01% 266

Other funds holding BEAM

Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Putney Financial Group's BEAM Position: Q1 2025 in Review

Putney Financial Group sold out of Beam Therapeutics (BEAM) in Q1 2025, closing a stake of 125 shares — an estimated $3.1K sold.

Putney Financial Group first reported a position in BEAM in Q4 2024 and held it in 1 quarter. The position peaked at $3.1K in Q4 2024. 238 funds tracked by Wall St. Rank hold BEAM as of Q1 2025.

  • Putney Financial Group reported no remaining Beam Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Putney Financial Group sold 125 Beam Therapeutics shares in Q1 2025, an estimated $3.1K.
  • Putney Financial Group first reported a position in Beam Therapeutics in Q4 2024 and held it in 1 quarter.
  • Putney Financial Group's Beam Therapeutics position peaked at $3.1K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.