Y-Intercept (HK)’s Beam Therapeutics BEAM Stock Holding History

Y-Intercept (HK)’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
2026 Q2	–	Sell	-53,164	Closed	-$1.27M	–	1722
2026 Q1	$1.27M	Buy	+53,164	New	+$1.48M	0.02%	923
2025 Q4	–	Sell	-43,648	Closed	-$1.06M	–	1545
2025 Q3	$1.06M	Buy	+43,648	New	+$868K	0.03%	947
2022 Q4	–	Sell	-6,911	Closed	-$329K	–	1005
2022 Q3	$329K	Buy	+6,911	New	+$394K	0.03%	671
2021 Q3	–	Sell	-8,260	Closed	-$1.06M	–	650
2021 Q2	$1.06M	Buy	8,260 +5,030	+156%	+$401K	0.27%	91
2021 Q1	$245K	Buy	+3,230	New	+$307K	0.07%	485

Other funds holding BEAM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

BFS

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Y-Intercept (HK)'s BEAM Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Beam Therapeutics (BEAM) in Q2 2026, closing a stake of 53,164 shares — an estimated $1.27M sold.

Y-Intercept (HK) first reported a position in BEAM in Q1 2021 and held it in 5 quarters. The position peaked at $1.27M in Q1 2026. 14 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Y-Intercept (HK) reported no remaining Beam Therapeutics position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 53,164 Beam Therapeutics shares in Q2 2026, an estimated $1.27M.
Y-Intercept (HK) first reported a position in Beam Therapeutics in Q1 2021 and held it in 5 quarters.
Y-Intercept (HK)'s Beam Therapeutics position peaked at $1.27M in Q1 2026.
14 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.