WCM
BEAM icon

WealthTrak Capital Management’s Beam Therapeutics BEAM Stock Holding History

WealthTrak Capital Management’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
-10
Closed -$196 – 950
2025
Q1 		$196 Hold
10
– – ﹤0.01% 855
2024
Q4 		$248 Buy
+10
New +$255 ﹤0.01% 761

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

WealthTrak Capital Management's BEAM Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 10 shares — an estimated $196 sold.

WealthTrak Capital Management first reported a position in BEAM in Q4 2024 and held it in 2 quarters. The position peaked at $248 in Q4 2024. 217 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Beam Therapeutics shares in Q2 2025, an estimated $196.
  • WealthTrak Capital Management first reported a position in Beam Therapeutics in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Beam Therapeutics position peaked at $248 in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.