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Toth Financial Advisory’s Beam Therapeutics BEAM Stock Holding History

Toth Financial Advisory’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
2022
Q2 		– Sell
-50
Closed -$3K – 699
2022
Q1 		$3K Sell
50
-50
-50% -$3.28K ﹤0.01% 580
2021
Q4 		$8K Hold
100
– – ﹤0.01% 514
2021
Q3 		$9K Hold
100
– – ﹤0.01% 491
2021
Q2 		$13K Hold
100
– – ﹤0.01% 425
2021
Q1 		$8K Hold
100
– – ﹤0.01% 479
2020
Q4 		$8K Hold
100
– – ﹤0.01% 426
2020
Q3 		$2K Buy
+100
New +$2.48K ﹤0.01% 467

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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Toth Financial Advisory's BEAM Position: Q2 2022 in Review

Toth Financial Advisory sold out of Beam Therapeutics (BEAM) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in BEAM in Q3 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2021. 205 funds tracked by Wall St. Rank hold BEAM as of Q2 2022.

  • Toth Financial Advisory reported no remaining Beam Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 50 Beam Therapeutics shares in Q2 2022, an estimated $3K.
  • Toth Financial Advisory first reported a position in Beam Therapeutics in Q3 2020 and held it in 7 quarters.
  • Toth Financial Advisory's Beam Therapeutics position peaked at $13K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2022.

Based on Toth Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.