Citadel Advisors
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Citadel Advisors’s Heartbeam BEAT Stock Holding History

Citadel 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
2025
Q3 		– Sell
-29,632
Closed -$37K – 12768
2025
Q2 		$37K Buy
+29,632
New +$49.2K ﹤0.01% 11906
2022
Q1 		– Sell
-10,406
Closed -$32K – 13571
2021
Q4 		$32K Buy
+10,406
New +$39.5K ﹤0.01% 13448

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors's BEAT Position: Q3 2025 in Review

Citadel Advisors sold out of Heartbeam (BEAT) in Q3 2025, closing a stake of 29,632 shares — an estimated $37K sold.

Citadel Advisors first reported a position in BEAT in Q4 2021 and held it in 2 quarters. The position peaked at $37K in Q2 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q3 2025.

  • Citadel Advisors reported no remaining Heartbeam position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 29,632 Heartbeam shares in Q3 2025, an estimated $37K.
  • Citadel Advisors first reported a position in Heartbeam in Q4 2021 and held it in 2 quarters.
  • Citadel Advisors's Heartbeam position peaked at $37K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.