Fidelity Investments
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Fidelity Investments’s Heartbeam BEAT Stock Holding History

Fidelity 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
2025
Q1 		– Sell
-336
Closed -$773 – 5308
2024
Q4 		$773 Buy
336
+125
+59% +$314 ﹤0.01% 4960
2024
Q3 		$490 Buy
211
+163
+340% +$394 ﹤0.01% 4970
2024
Q2 		$124 Buy
+48
New +$108 ﹤0.01% 4951

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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Fidelity Investments's BEAT Position: Q1 2025 in Review

Fidelity Investments sold out of Heartbeam (BEAT) in Q1 2025, closing a stake of 336 shares — an estimated $773 sold.

Fidelity Investments first reported a position in BEAT in Q2 2024 and held it in 3 quarters. The position peaked at $773 in Q4 2024. 35 funds tracked by Wall St. Rank hold BEAT as of Q1 2025.

  • Fidelity Investments reported no remaining Heartbeam position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 336 Heartbeam shares in Q1 2025, an estimated $773.
  • Fidelity Investments first reported a position in Heartbeam in Q2 2024 and held it in 3 quarters.
  • Fidelity Investments's Heartbeam position peaked at $773 in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Heartbeam as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.