Glassman Wealth Services’s BioTelemetry, Inc. BEAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,046
| Closed | -$1.59M | – | 1730 |
|
|
2020
Q4 | $1.59M | Hold |
22,046
| – | – | 0.37% | 27 |
|
|
2020
Q3 | $1M | Hold |
22,046
| – | – | 0.28% | 35 |
|
|
2020
Q2 | $996K | Hold |
22,046
| – | – | 0.31% | 31 |
|
|
2020
Q1 | $849K | Hold |
22,046
| – | – | 0.33% | 31 |
|
|
2019
Q4 | $1.02M | Hold |
22,046
| – | – | 0.39% | 29 |
|
|
2019
Q3 | $898K | Hold |
22,046
| – | – | 0.36% | 37 |
|
|
2019
Q2 | $1.06M | Hold |
22,046
| – | – | 0.43% | 30 |
|
|
2019
Q1 | $1.38M | Hold |
22,046
| – | – | 0.6% | 22 |
|
|
2018
Q4 | $1.32M | Hold |
22,046
| – | – | 0.71% | 20 |
|
|
2018
Q3 | $1.42M | Hold |
22,046
| – | – | 0.65% | 21 |
|
|
2018
Q2 | $992K | Hold |
22,046
| – | – | 0.49% | 24 |
|
|
2018
Q1 | $685K | Buy |
22,046
+9
| +0% | +$296 | 0.42% | 28 |
|
|
2017
Q4 | $659K | Hold |
22,037
| – | – | 0.4% | 29 |
|
|
2017
Q3 | $727K | Hold |
22,037
| – | – | 0.47% | 24 |
|
|
2017
Q2 | $737K | Hold |
22,037
| – | – | 0.49% | 23 |
|
|
2017
Q1 | $638K | Hold |
22,037
| – | – | 0.44% | 27 |
|
|
2016
Q4 | $493K | Hold |
22,037
| – | – | 0.35% | 29 |
|
|
2016
Q3 | $409K | Hold |
22,037
| – | – | 0.34% | 30 |
|
|
2016
Q2 | $359K | Hold |
22,037
| – | – | 0.31% | 31 |
|
|
2016
Q1 | $257K | Hold |
22,037
| – | – | 0.23% | 45 |
|
|
2015
Q4 | $257K | Hold |
22,037
| – | – | 0.23% | 52 |
|
|
2015
Q3 | $270K | Hold |
22,037
| – | – | 0.24% | 45 |
|
|
2015
Q2 | $208K | Hold |
22,037
| – | – | 0.17% | 68 |
|
|
2015
Q1 | $195K | Hold |
22,037
| – | – | 0.16% | 68 |
|
|
2014
Q4 | $221K | Buy |
+22,037
| New | +$189K | 0.16% | 68 |
|
Other funds holding BEAT
Glassman Wealth Services's BEAT Position: Q1 2021 in Review
Glassman Wealth Services sold out of BioTelemetry, Inc. (BEAT) in Q1 2021, closing a stake of 22,046 shares — an estimated $1.59M sold.
Glassman Wealth Services first reported a position in BEAT in Q4 2014 and held it in 25 quarters. The position peaked at $1.59M in Q4 2020. 1 fund tracked by Wall St. Rank holds BEAT as of Q1 2021.
- Glassman Wealth Services reported no remaining BioTelemetry, Inc. position as of Q1 2021 after selling out during the quarter.
- Glassman Wealth Services sold 22,046 BioTelemetry, Inc. shares in Q1 2021, an estimated $1.59M.
- Glassman Wealth Services first reported a position in BioTelemetry, Inc. in Q4 2014 and held it in 25 quarters.
- Glassman Wealth Services's BioTelemetry, Inc. position peaked at $1.59M in Q4 2020.
- 1 fund tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2021.
Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.