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Spire Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Spire 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
2024
Q2 		– Sell
-225
Closed -$7.43K – 2221
2024
Q1 		$7.43K Hold
225
– – ﹤0.01% 1805
2023
Q4 		$5.33K Hold
225
– – ﹤0.01% 1939
2023
Q3 		$5.41K Sell
225
-505
-69% -$13.5K ﹤0.01% 1922
2023
Q2 		$23.3K Sell
730
-450
-38% -$14.6K ﹤0.01% 1529
2023
Q1 		$36.1K Sell
1,180
-4,285
-78% -$169K ﹤0.01% 1347
2022
Q4 		$214K Buy
+5,465
New +$245K 0.01% 539

Other funds holding BEAM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 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

Spire Wealth Management's BEAM Position: Q2 2024 in Review

Spire Wealth Management sold out of Beam Therapeutics (BEAM) in Q2 2024, closing a stake of 225 shares — an estimated $7.43K sold.

Spire Wealth Management first reported a position in BEAM in Q4 2022 and held it in 6 quarters. The position peaked at $214K in Q4 2022. 214 funds tracked by Wall St. Rank hold BEAM as of Q2 2024.

  • Spire Wealth Management reported no remaining Beam Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 225 Beam Therapeutics shares in Q2 2024, an estimated $7.43K.
  • Spire Wealth Management first reported a position in Beam Therapeutics in Q4 2022 and held it in 6 quarters.
  • Spire Wealth Management's Beam Therapeutics position peaked at $214K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.