BWM
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BerganKDV Wealth Management’s Heartbeam BEAT Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-1,876
Closed -$4.26K – 886
2023
Q1 		$4.26K Buy
1,876
+750
+67% +$2.63K ﹤0.01% 713
2022
Q4 		$5.5K Buy
+1,126
New +$4.88K ﹤0.01% 659

Other funds holding BEAT

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SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's BEAT Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Heartbeam (BEAT) in Q2 2023, closing a stake of 1,876 shares — an estimated $4.26K sold.

BerganKDV Wealth Management first reported a position in BEAT in Q4 2022 and held it in 2 quarters. The position peaked at $5.5K in Q4 2022. 28 funds tracked by Wall St. Rank hold BEAT as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Heartbeam position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,876 Heartbeam shares in Q2 2023, an estimated $4.26K.
  • BerganKDV Wealth Management first reported a position in Heartbeam in Q4 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Heartbeam position peaked at $5.5K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Heartbeam as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.