Capital Advisory Group Advisory Services’s BioTelemetry, Inc. BEAT Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-500	Closed	-$19K	–	535
2020 Q1	$19K	Buy	+500	New	+$23K	0.02%	170
2019 Q4	–	Sell	-500	Closed	-$20K	–	474
2019 Q3	$20K	Hold	500	–	–	0.01%	212
2019 Q2	$24K	Hold	500	–	–	0.02%	206
2019 Q1	$31K	Hold	500	–	–	0.02%	177
2018 Q4	$30K	Hold	500	–	–	0.02%	171
2018 Q3	$32K	Hold	500	–	–	0.02%	163
2018 Q2	$23K	Hold	500	–	–	0.02%	172
2018 Q1	$16K	Buy	+500	New	+$16.4K	0.01%	203

Other funds holding BEAT

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisory Group Advisory Services's BEAT Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of BioTelemetry, Inc. (BEAT) in Q2 2020, closing a stake of 500 shares — an estimated $19K sold.

Capital Advisory Group Advisory Services first reported a position in BEAT in Q1 2018 and held it in 8 quarters. The position peaked at $32K in Q3 2018. 215 funds tracked by Wall St. Rank hold BEAT as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining BioTelemetry, Inc. position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 500 BioTelemetry, Inc. shares in Q2 2020, an estimated $19K.
Capital Advisory Group Advisory Services first reported a position in BioTelemetry, Inc. in Q1 2018 and held it in 8 quarters.
Capital Advisory Group Advisory Services's BioTelemetry, Inc. position peaked at $32K in Q3 2018.
215 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.