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Selective Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-3
Closed – – 761
2022
Q2 		$0 Hold
3
– – ﹤0.01% 756
2022
Q1 		$0 Hold
3
– – ﹤0.01% 726
2021
Q4 		$0 Hold
3
– – ﹤0.01% 663
2021
Q3 		$0 Hold
3
– – ﹤0.01% 589
2021
Q2 		$0 Hold
3
– – ﹤0.01% 504
2021
Q1 		$0 Buy
+3
New +$285 ﹤0.01% 390

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's BEAM Position: Q3 2022 in Review

Selective Wealth Management sold out of Beam Therapeutics (BEAM) in Q3 2022, closing a stake of 3 shares.

Selective Wealth Management first reported a position in BEAM in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 224 funds tracked by Wall St. Rank hold BEAM as of Q3 2022.

  • Selective Wealth Management reported no remaining Beam Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3 Beam Therapeutics shares in Q3 2022.
  • Selective Wealth Management first reported a position in Beam Therapeutics in Q1 2021 and held it in 6 quarters.
  • Selective Wealth Management's Beam Therapeutics position peaked at $0 in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.