TWP
BEAM icon

TFO Wealth Partners’s Beam Therapeutics BEAM Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-10
Closed -$319 – 947
2023
Q3 		$319 Buy
+10
New +$268 ﹤0.01% 630

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

TFO Wealth Partners's BEAM Position: Q4 2023 in Review

TFO Wealth Partners sold out of Beam Therapeutics (BEAM) in Q4 2023, closing a stake of 10 shares — an estimated $319 sold.

TFO Wealth Partners first reported a position in BEAM in Q3 2023 and held it in 1 quarter. The position peaked at $319 in Q3 2023. 185 funds tracked by Wall St. Rank hold BEAM as of Q4 2023.

  • TFO Wealth Partners reported no remaining Beam Therapeutics position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Beam Therapeutics shares in Q4 2023, an estimated $319.
  • TFO Wealth Partners first reported a position in Beam Therapeutics in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Beam Therapeutics position peaked at $319 in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.