Rational Advisors’s Beam Therapeutics BEAM Stock Holding History

Rational 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
2023 Q4	–	Sell	-126	Closed	-$4.02K	–	209
2023 Q3	$4.02K	Hold	126	–	–	﹤0.01%	257
2023 Q2	$4.02K	Hold	126	–	–	﹤0.01%	248
2023 Q1	$3.86K	Hold	126	–	–	﹤0.01%	247
2022 Q4	$4.93K	Hold	126	–	–	﹤0.01%	222
2022 Q3	$6K	Buy	126 +1	+0.8%	+$57	﹤0.01%	218
2022 Q2	$5K	Buy	125 +3	+2%	+$119	﹤0.01%	230
2022 Q1	$7K	Buy	+122	New	+$8K	﹤0.01%	232

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Rational Advisors's BEAM Position: Q4 2023 in Review

Rational Advisors sold out of Beam Therapeutics (BEAM) in Q4 2023, closing a stake of 126 shares — an estimated $4.02K sold.

Rational Advisors first reported a position in BEAM in Q1 2022 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 185 funds tracked by Wall St. Rank hold BEAM as of Q4 2023.

Rational Advisors reported no remaining Beam Therapeutics position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 126 Beam Therapeutics shares in Q4 2023, an estimated $4.02K.
Rational Advisors first reported a position in Beam Therapeutics in Q1 2022 and held it in 7 quarters.
Rational Advisors's Beam Therapeutics position peaked at $7K in Q1 2022.
185 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.