FWM
BEAT

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

Focused 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
Q3 		– Sell
-1,900
Closed -$91K – 827
2019
Q2 		$91K Buy
+1,900
New +$99.9K 0.02% 255

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Focused Wealth Management's BEAT Position: Q3 2019 in Review

Focused Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 1,900 shares — an estimated $91K sold.

Focused Wealth Management first reported a position in BEAT in Q2 2019 and held it in 1 quarter. The position peaked at $91K in Q2 2019. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

  • Focused Wealth Management reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 1,900 BioTelemetry, Inc. shares in Q3 2019, an estimated $91K.
  • Focused Wealth Management first reported a position in BioTelemetry, Inc. in Q2 2019 and held it in 1 quarter.
  • Focused Wealth Management's BioTelemetry, Inc. position peaked at $91K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.