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TD Private Client Wealth’s Beam Therapeutics BEAM Stock Holding History

TD Private Client 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
Q4 		– Sell
-33
Closed -$801 – 1645
2025
Q3 		$801 Buy
+33
New +$656 ﹤0.01% 1371

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Private Client Wealth's BEAM Position: Q4 2025 in Review

TD Private Client Wealth sold out of Beam Therapeutics (BEAM) in Q4 2025, closing a stake of 33 shares — an estimated $801 sold.

TD Private Client Wealth first reported a position in BEAM in Q3 2025 and held it in 1 quarter. The position peaked at $801 in Q3 2025. 246 funds tracked by Wall St. Rank hold BEAM as of Q4 2025.

  • TD Private Client Wealth reported no remaining Beam Therapeutics position as of Q4 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 33 Beam Therapeutics shares in Q4 2025, an estimated $801.
  • TD Private Client Wealth first reported a position in Beam Therapeutics in Q3 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Beam Therapeutics position peaked at $801 in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.