AssetMark Inc
BEAT

AssetMark Inc’s BioTelemetry, Inc. 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
2019
Q2 		– Sell
-209
Closed -$13K – 1484
2019
Q1 		$13K Buy
+209
New +$14.4K ﹤0.01% 956
2018
Q1 		– Sell
-10
Closed – – 2281
2017
Q4 		$0 Buy
+10
New +$290 ﹤0.01% 2303

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AssetMark Inc's BEAT Position: Q2 2019 in Review

AssetMark Inc sold out of BioTelemetry, Inc. (BEAT) in Q2 2019, closing a stake of 209 shares — an estimated $13K sold.

AssetMark Inc first reported a position in BEAT in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 251 funds tracked by Wall St. Rank hold BEAT as of Q2 2019.

  • AssetMark Inc reported no remaining BioTelemetry, Inc. position as of Q2 2019 after selling out during the quarter.
  • AssetMark Inc sold 209 BioTelemetry, Inc. shares in Q2 2019, an estimated $13K.
  • AssetMark Inc first reported a position in BioTelemetry, Inc. in Q4 2017 and held it in 2 quarters.
  • AssetMark Inc's BioTelemetry, Inc. position peaked at $13K in Q1 2019.
  • 251 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2019.

Based on AssetMark Inc's 13F filing for Q2 2019, filed 14 Aug 2019.