AWM
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AE Wealth Management’s Heartbeam BEAT Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-12,983
Closed -$24.1K – 1214
2023
Q4 		$24.1K Hold
12,983
– – ﹤0.01% 2006
2023
Q3 		$27.9K Hold
12,983
– – ﹤0.01% 1902
2023
Q2 		$31.3K Buy
+12,983
New +$29.9K ﹤0.01% 1854

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's BEAT Position: Q1 2024 in Review

AE Wealth Management sold out of Heartbeam (BEAT) in Q1 2024, closing a stake of 12,983 shares — an estimated $24.1K sold.

AE Wealth Management first reported a position in BEAT in Q2 2023 and held it in 3 quarters. The position peaked at $31.3K in Q2 2023. 28 funds tracked by Wall St. Rank hold BEAT as of Q1 2024.

  • AE Wealth Management reported no remaining Heartbeam position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 12,983 Heartbeam shares in Q1 2024, an estimated $24.1K.
  • AE Wealth Management first reported a position in Heartbeam in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's Heartbeam position peaked at $31.3K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Heartbeam as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.