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Steward Financial Group’s Beam Therapeutics BEAM Stock Holding History

Steward Financial Group’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
2023
Q1 		– Sell
-140
Closed -$5K – 729
2022
Q4 		$5K Buy
+140
New +$6.27K ﹤0.01% 191
2022
Q3 		– Sell
-140
Closed -$5K – 202
2022
Q2 		$5K Hold
140
– – ﹤0.01% 322
2022
Q1 		$8K Hold
140
– – 0.01% 215
2021
Q4 		$11K Buy
+140
New +$12K 0.01% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Steward Financial Group's BEAM Position: Q1 2023 in Review

Steward Financial Group sold out of Beam Therapeutics (BEAM) in Q1 2023, closing a stake of 140 shares — an estimated $5K sold.

Steward Financial Group first reported a position in BEAM in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 206 funds tracked by Wall St. Rank hold BEAM as of Q1 2023.

  • Steward Financial Group reported no remaining Beam Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 140 Beam Therapeutics shares in Q1 2023, an estimated $5K.
  • Steward Financial Group first reported a position in Beam Therapeutics in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's Beam Therapeutics position peaked at $11K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.