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Values First Advisors’s Beam Therapeutics BEAM Stock Holding History

Values First Advisors’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
Q2 		– Sell
-1,419
Closed -$43.4K – 185
2023
Q1 		$43.4K Buy
+1,419
New +$56K 0.03% 201

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Values First Advisors's BEAM Position: Q2 2023 in Review

Values First Advisors sold out of Beam Therapeutics (BEAM) in Q2 2023, closing a stake of 1,419 shares — an estimated $43.4K sold.

Values First Advisors first reported a position in BEAM in Q1 2023 and held it in 1 quarter. The position peaked at $43.4K in Q1 2023. 193 funds tracked by Wall St. Rank hold BEAM as of Q2 2023.

  • Values First Advisors reported no remaining Beam Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 1,419 Beam Therapeutics shares in Q2 2023, an estimated $43.4K.
  • Values First Advisors first reported a position in Beam Therapeutics in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Beam Therapeutics position peaked at $43.4K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.