AG
BEAT

Advisor Group’s BioTelemetry, Inc. BEAT Stock Holding History

Advisor Group’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$165K Sell
3,557
-1,738
-33% -$75.3K ﹤0.01% 2547
2019
Q3 		$215K Sell
5,295
-2,333
-31% -$101K ﹤0.01% 2272
2019
Q2 		$367K Sell
7,628
-1,189
-13% -$62.5K ﹤0.01% 1836
2019
Q1 		$553K Sell
8,817
-16,285
-65% -$1.12M ﹤0.01% 1516
2018
Q4 		$1.5M Buy
25,102
+18,053
+256% +$1.08M 0.01% 747
2018
Q3 		$454K Buy
7,049
+4,355
+162% +$243K ﹤0.01% 1541
2018
Q2 		$122K Sell
2,694
-179
-6% -$7.14K ﹤0.01% 2367
2018
Q1 		$89K Sell
2,873
-20,580
-88% -$677K ﹤0.01% 2651
2017
Q4 		$702K Sell
23,453
-298
-1% -$8.63K 0.01% 1108
2017
Q3 		$784K Buy
23,751
+3,754
+19% +$130K 0.01% 942
2017
Q2 		$669K Buy
19,997
+6,711
+51% +$200K 0.01% 968
2017
Q1 		$384K Buy
13,286
+13,086
+6,543% +$324K 0.01% 1230
2016
Q4 		$4K Buy
+200
New +$3.91K ﹤0.01% 4081

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisor Group's BEAT Position: Q4 2019 in Review

Advisor Group reduced its BioTelemetry, Inc. (BEAT) stake by 33% in Q4 2019, selling an estimated $75.3K and leaving 3,557 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Advisor Group first reported a position in BEAT in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2018. 219 funds tracked by Wall St. Rank hold BEAT as of Q4 2019.

  • Advisor Group held 3,557 shares of BioTelemetry, Inc. worth $165K as of Q4 2019.
  • Advisor Group sold 1,738 BioTelemetry, Inc. shares in Q4 2019, an estimated $75.3K.
  • BioTelemetry, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2547 holding.
  • Advisor Group first reported a position in BioTelemetry, Inc. in Q4 2016 and has held it in 13 quarters since.
  • Advisor Group's BioTelemetry, Inc. position peaked at $1.5M in Q4 2018.
  • 219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.