Back to BEAM

Concurrent Investment Advisors, LLC → BEAM

Concurrent Investment Advisors, LLC BEAM Position History

Beam Therapeutics Inc.

Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3K
Q4 2025$2.1M
Q1 2026$27K
Q1 2026$250K
Q2 2026$82K
Q2 2026$2.1M
Q3 2026$157K
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M67.3K——
Q3 2026$157K6.4K——
Q2 2026$2.1M61.5K——
Q2 2026$82K2.4K——
Q1 2026$250K10.5K——
Q1 2026$27K1.1K——
Q4 2025$2.1M76.7K——
Q4 2025$3K101——

Other funds holding BEAM

Other Concurrent Investment Advisors, LLC positions

AAPL

APPLE INC

$450.7M
NVDA

NVIDIA CORPORATION

$440.4M
VGES

VANGUARD INDEX FDS

$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

ISHARES TR

$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M