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TFC Financial Management’s Beam Therapeutics BEAM Stock Holding History

TFC Financial Management’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
Q3 		– Sell
-1,027
Closed -$32.8K – 676
2023
Q2 		$32.8K Hold
1,027
– – 0.01% 245
2023
Q1 		$31.4K Buy
1,027
+815
+384% +$32.2K 0.01% 272
2022
Q4 		$8.29K Hold
212
– – ﹤0.01% 308
2022
Q3 		$10K Sell
212
-518
-71% -$29.6K ﹤0.01% 312
2022
Q2 		$28K Hold
730
– – 0.01% 232
2022
Q1 		$42K Buy
730
+160
+28% +$10.5K 0.01% 214
2021
Q4 		$45K Buy
570
+300
+111% +$25.7K 0.01% 221
2021
Q3 		$23K Sell
270
-19
-7% -$1.91K 0.01% 260
2021
Q2 		$37K Sell
289
-54
-16% -$4.3K 0.01% 221
2021
Q1 		$27K Sell
343
-20
-6% -$1.9K 0.01% 226
2020
Q4 		$30K Buy
+363
New +$17.9K 0.01% 222

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

TFC Financial Management's BEAM Position: Q3 2023 in Review

TFC Financial Management sold out of Beam Therapeutics (BEAM) in Q3 2023, closing a stake of 1,027 shares — an estimated $32.8K sold.

TFC Financial Management first reported a position in BEAM in Q4 2020 and held it in 11 quarters. The position peaked at $45K in Q4 2021. 194 funds tracked by Wall St. Rank hold BEAM as of Q3 2023.

  • TFC Financial Management reported no remaining Beam Therapeutics position as of Q3 2023 after selling out during the quarter.
  • TFC Financial Management sold 1,027 Beam Therapeutics shares in Q3 2023, an estimated $32.8K.
  • TFC Financial Management first reported a position in Beam Therapeutics in Q4 2020 and held it in 11 quarters.
  • TFC Financial Management's Beam Therapeutics position peaked at $45K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2023.

Based on TFC Financial Management's 13F filing for Q3 2023, filed 23 Oct 2023.