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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 $12.9B AUM 64.92% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return