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Sheaff Brock Investment Advisors’s Beam Therapeutics BEAM Stock Holding History

Sheaff Brock Investment 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
2021
Q4 		– Sell
-2,500
Closed -$218K – 548
2021
Q3 		$218K Hold
2,500
– – 0.02% 469
2021
Q2 		$322K Hold
2,500
– – 0.02% 344
2021
Q1 		$200K Hold
2,500
– – 0.02% 447
2020
Q4 		$204K Buy
+2,500
New +$123K 0.02% 420

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sheaff Brock Investment Advisors's BEAM Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Beam Therapeutics (BEAM) in Q4 2021, closing a stake of 2,500 shares — an estimated $218K sold.

Sheaff Brock Investment Advisors first reported a position in BEAM in Q4 2020 and held it in 4 quarters. The position peaked at $322K in Q2 2021. 232 funds tracked by Wall St. Rank hold BEAM as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Beam Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,500 Beam Therapeutics shares in Q4 2021, an estimated $218K.
  • Sheaff Brock Investment Advisors first reported a position in Beam Therapeutics in Q4 2020 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Beam Therapeutics position peaked at $322K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.