CAPTRUST Financial Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

CAPTRUST Financial Advisors’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
2021 Q1	–	Sell	-429	Closed	-$31K	–	4646
2020 Q4	$31K	Buy	429 +25	+6%	+$1.31K	﹤0.01%	2061
2020 Q3	$18K	Buy	404 +51	+14%	+$2.13K	﹤0.01%	2030
2020 Q2	$16K	Buy	+353	New	+$15.8K	﹤0.01%	2040
2018 Q3	–	Sell	-15	Closed	-$1K	–	1779
2018 Q2	$1K	Buy	+15	New	+$598	﹤0.01%	1492

Other funds holding BEAT

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

CAPTRUST Financial Advisors's BEAT Position: Q1 2021 in Review

CAPTRUST Financial Advisors sold out of BioTelemetry, Inc. (BEAT) in Q1 2021, closing a stake of 429 shares — an estimated $31K sold.

CAPTRUST Financial Advisors first reported a position in BEAT in Q2 2018 and held it in 4 quarters. The position peaked at $31K in Q4 2020. 1 fund tracked by Wall St. Rank holds BEAT as of Q1 2021.

CAPTRUST Financial Advisors reported no remaining BioTelemetry, Inc. position as of Q1 2021 after selling out during the quarter.
CAPTRUST Financial Advisors sold 429 BioTelemetry, Inc. shares in Q1 2021, an estimated $31K.
CAPTRUST Financial Advisors first reported a position in BioTelemetry, Inc. in Q2 2018 and held it in 4 quarters.
CAPTRUST Financial Advisors's BioTelemetry, Inc. position peaked at $31K in Q4 2020.
1 fund tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.