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TCI Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-197
Closed -$6.03K – 429
2023
Q1 		$6.03K Hold
197
– – ﹤0.01% 1401
2022
Q4 		$7.71K Hold
197
– – ﹤0.01% 1247
2022
Q3 		$9K Sell
197
-15
-7% -$856 ﹤0.01% 1055
2022
Q2 		$8K Buy
212
+136
+179% +$5.41K ﹤0.01% 1130
2022
Q1 		$4K Buy
76
+61
+407% +$4K ﹤0.01% 1665
2021
Q4 		$1K Sell
15
-130
-90% -$11.1K ﹤0.01% 2156
2021
Q3 		$13K Buy
145
+14
+11% +$1.41K ﹤0.01% 903
2021
Q2 		$17K Buy
131
+56
+75% +$4.46K ﹤0.01% 660
2021
Q1 		$6K Buy
75
+60
+400% +$5.71K ﹤0.01% 1118
2020
Q4 		$1K Hold
15
– – ﹤0.01% 1335
2020
Q3 		$0 Buy
+15
New +$372 ﹤0.01% 1529

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's BEAM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Beam Therapeutics (BEAM) in Q2 2023, closing a stake of 197 shares — an estimated $6.03K sold.

TCI Wealth Advisors first reported a position in BEAM in Q3 2020 and held it in 11 quarters. The position peaked at $17K in Q2 2021. 193 funds tracked by Wall St. Rank hold BEAM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Beam Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 197 Beam Therapeutics shares in Q2 2023, an estimated $6.03K.
  • TCI Wealth Advisors first reported a position in Beam Therapeutics in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Beam Therapeutics position peaked at $17K in Q2 2021.
  • 193 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.