CRWM
BEAT

Castle Rock Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History

Castle Rock 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
2019
Q3 		– Sell
-13,236
Closed -$633K – 199
2019
Q2 		$633K Buy
+13,236
New +$696K 0.7% 43

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Castle Rock Wealth Management's BEAT Position: Q3 2019 in Review

Castle Rock Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 13,236 shares — an estimated $633K sold.

Castle Rock Wealth Management first reported a position in BEAT in Q2 2019 and held it in 1 quarter. The position peaked at $633K in Q2 2019. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

  • Castle Rock Wealth Management reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
  • Castle Rock Wealth Management sold 13,236 BioTelemetry, Inc. shares in Q3 2019, an estimated $633K.
  • Castle Rock Wealth Management first reported a position in BioTelemetry, Inc. in Q2 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's BioTelemetry, Inc. position peaked at $633K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on Castle Rock Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.