AssetMark Inc’s Heartbeam BEAT Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-700	Closed	-$1.8K	–	2264
2024 Q2	$1.8K	Buy	+700	New	+$1.58K	﹤0.01%	1762

Other funds holding BEAT

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

AssetMark Inc's BEAT Position: Q3 2024 in Review

AssetMark Inc sold out of Heartbeam (BEAT) in Q3 2024, closing a stake of 700 shares — an estimated $1.8K sold.

AssetMark Inc first reported a position in BEAT in Q2 2024 and held it in 1 quarter. The position peaked at $1.8K in Q2 2024. 32 funds tracked by Wall St. Rank hold BEAT as of Q3 2024.

AssetMark Inc reported no remaining Heartbeam position as of Q3 2024 after selling out during the quarter.
AssetMark Inc sold 700 Heartbeam shares in Q3 2024, an estimated $1.8K.
AssetMark Inc first reported a position in Heartbeam in Q2 2024 and held it in 1 quarter.
AssetMark Inc's Heartbeam position peaked at $1.8K in Q2 2024.
32 funds tracked by Wall St. Rank held Heartbeam as of Q3 2024.

Based on AssetMark Inc's 13F filing for Q3 2024, filed 1 Nov 2024.