EWM
BEAT

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

Executive 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
Q2 		– Sell
-300
Closed -$19K – 969
2019
Q1 		$19K Buy
+300
New +$20.6K ﹤0.01% 436

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

Executive Wealth Management's BEAT Position: Q2 2019 in Review

Executive Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q2 2019, closing a stake of 300 shares — an estimated $19K sold.

Executive Wealth Management first reported a position in BEAT in Q1 2019 and held it in 1 quarter. The position peaked at $19K in Q1 2019. 251 funds tracked by Wall St. Rank hold BEAT as of Q2 2019.

  • Executive Wealth Management reported no remaining BioTelemetry, Inc. position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 300 BioTelemetry, Inc. shares in Q2 2019, an estimated $19K.
  • Executive Wealth Management first reported a position in BioTelemetry, Inc. in Q1 2019 and held it in 1 quarter.
  • Executive Wealth Management's BioTelemetry, Inc. position peaked at $19K in Q1 2019.
  • 251 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.