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Beam Therapeutics shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Beam Therapeutics (BEAM) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Beam Therapeutics

Tip: Access up to 7 years of quarterly data

All positions including Beam Therapeutics held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Beam Therapeutics by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3k 99 33.04
2023-12-31 $2.7k 99 27.22

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
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Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Beam Therapeutics

ARK Investment Management
Vanguard Group
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Redmile Group
Yiheng Capital
Baillie Gifford & Co
Bellevue Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Casdin Capital
Jpmorgan Chase & Co
Goldman Sachs Group
Tang Capital Management
Jane Street

View all funds holding Beam Therapeutics