SVB Wealth’s Beam Therapeutics BEAM Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-176	Closed	-$3.44K	–	628
2025 Q1	$3.44K	Buy	+176	New	+$4.61K	﹤0.01%	1105

Other funds holding BEAM

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

FCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

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

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

AVM

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

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

SVB Wealth's BEAM Position: Q2 2025 in Review

SVB Wealth sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 176 shares — an estimated $3.44K sold.

SVB Wealth first reported a position in BEAM in Q1 2025 and held it in 1 quarter. The position peaked at $3.44K in Q1 2025. 216 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

SVB Wealth reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 176 Beam Therapeutics shares in Q2 2025, an estimated $3.44K.
SVB Wealth first reported a position in Beam Therapeutics in Q1 2025 and held it in 1 quarter.
SVB Wealth's Beam Therapeutics position peaked at $3.44K in Q1 2025.
216 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.