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Stonehage Fleming Financial Services’s Beam Therapeutics BEAM Stock Holding History

Stonehage Fleming Financial Services’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
Q4 		– Sell
-6,000
Closed -$144K – 233
2023
Q3 		$144K Buy
+6,000
New +$161K 0.01% 163

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Stonehage Fleming Financial Services's BEAM Position: Q4 2023 in Review

Stonehage Fleming Financial Services sold out of Beam Therapeutics (BEAM) in Q4 2023, closing a stake of 6,000 shares — an estimated $144K sold.

Stonehage Fleming Financial Services first reported a position in BEAM in Q3 2023 and held it in 1 quarter. The position peaked at $144K in Q3 2023. 185 funds tracked by Wall St. Rank hold BEAM as of Q4 2023.

  • Stonehage Fleming Financial Services reported no remaining Beam Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 6,000 Beam Therapeutics shares in Q4 2023, an estimated $144K.
  • Stonehage Fleming Financial Services first reported a position in Beam Therapeutics in Q3 2023 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Beam Therapeutics position peaked at $144K in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.