CI
BEAT

Cavalier Investments’s BioTelemetry, Inc. BEAT Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-21,200
Closed -$1.33M – 153
2019
Q1 		$1.33M Buy
21,200
+6,800
+47% +$467K 0.55% 52
2018
Q4 		$860K Hold
14,400
– – 0.28% 74
2018
Q3 		$928K Buy
+14,400
New +$804K 0.27% 81

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cavalier Investments's BEAT Position: Q2 2019 in Review

Cavalier Investments sold out of BioTelemetry, Inc. (BEAT) in Q2 2019, closing a stake of 21,200 shares — an estimated $1.33M sold.

Cavalier Investments first reported a position in BEAT in Q3 2018 and held it in 3 quarters. The position peaked at $1.33M in Q1 2019. 251 funds tracked by Wall St. Rank hold BEAT as of Q2 2019.

  • Cavalier Investments reported no remaining BioTelemetry, Inc. position as of Q2 2019 after selling out during the quarter.
  • Cavalier Investments sold 21,200 BioTelemetry, Inc. shares in Q2 2019, an estimated $1.33M.
  • Cavalier Investments first reported a position in BioTelemetry, Inc. in Q3 2018 and held it in 3 quarters.
  • Cavalier Investments's BioTelemetry, Inc. position peaked at $1.33M in Q1 2019.
  • 251 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2019.

Based on Cavalier Investments's 13F filing for Q2 2019, filed 31 Jul 2019.