BHWM
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Beaird Harris Wealth Management’s Beamr Imaging BMR Stock Holding History

Beaird Harris Wealth Management’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55
Closed -$286 – 538
2024
Q2 		$286 Buy
+55
New +$302 ﹤0.01% 646

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Operose Advisors Milwaukee, Wisconsin $431M AUM 20.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaird Harris Wealth Management's BMR Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Beamr Imaging (BMR) in Q3 2024, closing a stake of 55 shares — an estimated $286 sold.

Beaird Harris Wealth Management first reported a position in BMR in Q2 2024 and held it in 1 quarter. The position peaked at $286 in Q2 2024. 13 funds tracked by Wall St. Rank hold BMR as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Beamr Imaging position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 55 Beamr Imaging shares in Q3 2024, an estimated $286.
  • Beaird Harris Wealth Management first reported a position in Beamr Imaging in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Beamr Imaging position peaked at $286 in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Beamr Imaging as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.