AWE
BEAT

Avidian Wealth Enterprises’s BioTelemetry, Inc. BEAT Stock Holding History

Avidian Wealth Enterprises’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
2020
Q1 		– Sell
-16,418
Closed -$760K – 264
2019
Q4 		$760K Sell
16,418
-2,189
-12% -$94.8K 0.11% 81
2019
Q3 		$758K Buy
+18,607
New +$803K 0.12% 69

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avidian Wealth Enterprises's BEAT Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of BioTelemetry, Inc. (BEAT) in Q1 2020, closing a stake of 16,418 shares — an estimated $760K sold.

Avidian Wealth Enterprises first reported a position in BEAT in Q3 2019 and held it in 2 quarters. The position peaked at $760K in Q4 2019. 209 funds tracked by Wall St. Rank hold BEAT as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining BioTelemetry, Inc. position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,418 BioTelemetry, Inc. shares in Q1 2020, an estimated $760K.
  • Avidian Wealth Enterprises first reported a position in BioTelemetry, Inc. in Q3 2019 and held it in 2 quarters.
  • Avidian Wealth Enterprises's BioTelemetry, Inc. position peaked at $760K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.