SignatureFD’s Beam Therapeutics BEAM Stock Holding History

SignatureFD’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
2026 Q1	$1.76K	Buy	+74	New	+$2.05K	﹤0.01%	3095
2025 Q3	–	Sell	-25	Closed	-$425	–	3390
2025 Q2	$425	Sell	25 -370	-94%	-$6.44K	﹤0.01%	3125
2025 Q1	$7.71K	Sell	395 -32	-7%	-$838	﹤0.01%	2454
2024 Q4	$10.6K	Sell	427 -147	-26%	-$3.75K	﹤0.01%	2345
2024 Q3	$14.1K	Sell	574 -148	-20%	-$3.82K	﹤0.01%	2208
2024 Q2	$16.9K	Sell	722 -346	-32%	-$8.5K	﹤0.01%	2048
2024 Q1	$35.3K	Buy	1,068 +47	+5%	+$1.46K	﹤0.01%	1723
2023 Q4	$27.8K	Sell	1,021 -1,661	-62%	-$41.3K	﹤0.01%	1760
2023 Q3	$64.5K	Buy	2,682 +2,625	+4,605%	+$70.4K	﹤0.01%	1267
2023 Q2	$1.82K	Buy	57 +50	+714%	+$1.62K	﹤0.01%	2835
2023 Q1	$214	Sell	7 -143	-95%	-$5.64K	﹤0.01%	3186
2022 Q4	$5.87K	Buy	150 +20	+15%	+$896	﹤0.01%	2395
2022 Q3	$6K	Hold	130	–	–	﹤0.01%	2315
2022 Q2	$5K	Sell	130 -11	-8%	-$437	﹤0.01%	2426
2022 Q1	$8K	Buy	141 +65	+86%	+$4.26K	﹤0.01%	2243
2021 Q4	$6K	Sell	76 -104	-58%	-$8.9K	﹤0.01%	2318
2021 Q3	$16K	Buy	180 +52	+41%	+$5.22K	﹤0.01%	1848
2021 Q2	$16K	Buy	+128	New	+$10.2K	﹤0.01%	1796

Other funds holding BEAM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return