APP
BEAT

Avantax Planning Partners’s BioTelemetry, Inc. BEAT Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-104
Closed -$3K – 1855
2018
Q1 		$3K Buy
+104
New +$3.42K ﹤0.01% 1568

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's BEAT Position: Q2 2018 in Review

Avantax Planning Partners sold out of BioTelemetry, Inc. (BEAT) in Q2 2018, closing a stake of 104 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in BEAT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 227 funds tracked by Wall St. Rank hold BEAT as of Q2 2018.

  • Avantax Planning Partners reported no remaining BioTelemetry, Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 104 BioTelemetry, Inc. shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in BioTelemetry, Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's BioTelemetry, Inc. position peaked at $3K in Q1 2018.
  • 227 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.