RTC
BEAM icon

Riverview Trust Company’s Beam Therapeutics BEAM Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-796
Closed -$15.5K – 258
2025
Q1 		$15.5K Hold
796
– – 0.02% 527
2024
Q4 		$19.7K Hold
796
– – 0.02% 472
2024
Q3 		$19.5K Hold
796
– – 0.02% 493
2024
Q2 		$18.6K Hold
796
– – 0.02% 468
2024
Q1 		$26.3K Buy
+796
New +$24.8K 0.02% 382
2023
Q3 		– Sell
-390
Closed -$12.5K – 680
2023
Q2 		$12.5K Buy
+390
New +$12.7K 0.01% 646

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
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
AIM
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
Sumitomo Mitsui Trust Group
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
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Riverview Trust Company's BEAM Position: Q2 2025 in Review

Riverview Trust Company sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 796 shares — an estimated $15.5K sold.

Riverview Trust Company first reported a position in BEAM in Q2 2023 and held it in 6 quarters. The position peaked at $26.3K in Q1 2024. 217 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • Riverview Trust Company reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 796 Beam Therapeutics shares in Q2 2025, an estimated $15.5K.
  • Riverview Trust Company first reported a position in Beam Therapeutics in Q2 2023 and held it in 6 quarters.
  • Riverview Trust Company's Beam Therapeutics position peaked at $26.3K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.