TWD
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True Wealth Design’s Beam Therapeutics BEAM Stock Holding History

True Wealth Design’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
Q2 		– Sell
-11
Closed -$215 – 2594
2025
Q1 		$215 Buy
+11
New +$288 ﹤0.01% 1920

Other funds holding BEAM

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

True Wealth Design's BEAM Position: Q2 2025 in Review

True Wealth Design sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 11 shares — an estimated $215 sold.

True Wealth Design first reported a position in BEAM in Q1 2025 and held it in 1 quarter. The position peaked at $215 in Q1 2025. 216 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • True Wealth Design reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 11 Beam Therapeutics shares in Q2 2025, an estimated $215.
  • True Wealth Design first reported a position in Beam Therapeutics in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's Beam Therapeutics position peaked at $215 in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.