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FNY Investment Advisers’s Heartbeam BEAT Stock Holding History

FNY Investment Advisers’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
2023
Q3 		– Sell
-10,000
Closed -$24K – 613
2023
Q2 		$24K Buy
+10,000
New +$23.1K 0.03% 225

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 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
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FNY Investment Advisers's BEAT Position: Q3 2023 in Review

FNY Investment Advisers sold out of Heartbeam (BEAT) in Q3 2023, closing a stake of 10,000 shares — an estimated $24K sold.

FNY Investment Advisers first reported a position in BEAT in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 28 funds tracked by Wall St. Rank hold BEAT as of Q3 2023.

  • FNY Investment Advisers reported no remaining Heartbeam position as of Q3 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 10,000 Heartbeam shares in Q3 2023, an estimated $24K.
  • FNY Investment Advisers first reported a position in Heartbeam in Q2 2023 and held it in 1 quarter.
  • FNY Investment Advisers's Heartbeam position peaked at $24K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Heartbeam as of Q3 2023.

Based on FNY Investment Advisers's 13F filing for Q3 2023, filed 10 Oct 2023.