AWM
BEAT

Avitas Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History

Avitas 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
2019
Q3 		– Sell
-13,135
Closed -$632K – 195
2019
Q2 		$632K Buy
13,135
+1,790
+16% +$94.1K 0.18% 130
2019
Q1 		$710K Sell
11,345
-711
-6% -$48.8K 0.21% 118
2018
Q4 		$720K Sell
12,056
-7,916
-40% -$475K 0.24% 112
2018
Q3 		$1.29M Buy
19,972
+1,634
+9% +$91.2K 0.37% 101
2018
Q2 		$825K Buy
+18,338
New +$731K 0.26% 118

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Avitas Wealth Management's BEAT Position: Q3 2019 in Review

Avitas Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 13,135 shares — an estimated $632K sold.

Avitas Wealth Management first reported a position in BEAT in Q2 2018 and held it in 5 quarters. The position peaked at $1.29M in Q3 2018. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

  • Avitas Wealth Management reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 13,135 BioTelemetry, Inc. shares in Q3 2019, an estimated $632K.
  • Avitas Wealth Management first reported a position in BioTelemetry, Inc. in Q2 2018 and held it in 5 quarters.
  • Avitas Wealth Management's BioTelemetry, Inc. position peaked at $1.29M in Q3 2018.
  • 219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.