Bank of New York Mellon
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Bank of New York Mellon’s Heartbeam BEAT Stock Holding History

Bank of New York Mellon’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
Q1 		– Sell
-18,240
Closed -$42.9K – 4173
2023
Q4 		$42.9K Sell
18,240
-29,640
-62% -$44.2K ﹤0.01% 4172
2023
Q3 		$103K Sell
47,880
-810
-2% -$2.06K ﹤0.01% 4074
2023
Q2 		$117K Buy
48,690
+31,406
+182% +$72.4K ﹤0.01% 4066
2023
Q1 		$39.2K Hold
17,284
– – ﹤0.01% 4234
2022
Q4 		$84.3K Buy
17,284
+4,833
+39% +$20.9K ﹤0.01% 4148
2022
Q3 		$49K Buy
+12,451
New +$19.8K ﹤0.01% 4326

Other funds holding BEAT

Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon's BEAT Position: Q1 2024 in Review

Bank of New York Mellon sold out of Heartbeam (BEAT) in Q1 2024, closing a stake of 18,240 shares — an estimated $42.9K sold.

Bank of New York Mellon first reported a position in BEAT in Q3 2022 and held it in 6 quarters. The position peaked at $117K in Q2 2023. 28 funds tracked by Wall St. Rank hold BEAT as of Q1 2024.

  • Bank of New York Mellon reported no remaining Heartbeam position as of Q1 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 18,240 Heartbeam shares in Q1 2024, an estimated $42.9K.
  • Bank of New York Mellon first reported a position in Heartbeam in Q3 2022 and held it in 6 quarters.
  • Bank of New York Mellon's Heartbeam position peaked at $117K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Heartbeam as of Q1 2024.

Based on Bank of New York Mellon's 13F filing for Q1 2024, filed 25 Apr 2024.