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First Foundation Advisors’s Heartbeam BEAT Stock Holding History

First Foundation 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
2024
Q2 		– Sell
-13,100
Closed -$28.6K – 434
2024
Q1 		$28.6K Buy
13,100
+3,100
+31% +$5.85K ﹤0.01% 415
2023
Q4 		$23.5K Buy
+10,000
New +$14.9K ﹤0.01% 424

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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Foundation Advisors's BEAT Position: Q2 2024 in Review

First Foundation Advisors sold out of Heartbeam (BEAT) in Q2 2024, closing a stake of 13,100 shares — an estimated $28.6K sold.

First Foundation Advisors first reported a position in BEAT in Q4 2023 and held it in 2 quarters. The position peaked at $28.6K in Q1 2024. 30 funds tracked by Wall St. Rank hold BEAT as of Q2 2024.

  • First Foundation Advisors reported no remaining Heartbeam position as of Q2 2024 after selling out during the quarter.
  • First Foundation Advisors sold 13,100 Heartbeam shares in Q2 2024, an estimated $28.6K.
  • First Foundation Advisors first reported a position in Heartbeam in Q4 2023 and held it in 2 quarters.
  • First Foundation Advisors's Heartbeam position peaked at $28.6K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Heartbeam as of Q2 2024.

Based on First Foundation Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.