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Wealthspire Advisors (New York)’s Beam Therapeutics BEAM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-300
Closed -$7.28K – 1224
2025
Q3 		$7.28K Buy
+300
New +$5.97K ﹤0.01% 2177

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s BEAM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Beam Therapeutics (BEAM) in Q4 2025, closing a stake of 300 shares — an estimated $7.28K sold.

Wealthspire Advisors (New York) first reported a position in BEAM in Q3 2025 and held it in 1 quarter. The position peaked at $7.28K in Q3 2025. 247 funds tracked by Wall St. Rank hold BEAM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Beam Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 300 Beam Therapeutics shares in Q4 2025, an estimated $7.28K.
  • Wealthspire Advisors (New York) first reported a position in Beam Therapeutics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Beam Therapeutics position peaked at $7.28K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.