HWA
BEAT

HCR Wealth Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

HCR Wealth 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
2020
Q2 		– Sell
-16,666
Closed -$642K – 269
2020
Q1 		$642K Buy
+16,666
New +$767K 0.18% 83

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCR Wealth Advisors's BEAT Position: Q2 2020 in Review

HCR Wealth Advisors sold out of BioTelemetry, Inc. (BEAT) in Q2 2020, closing a stake of 16,666 shares — an estimated $642K sold.

HCR Wealth Advisors first reported a position in BEAT in Q1 2020 and held it in 1 quarter. The position peaked at $642K in Q1 2020. 215 funds tracked by Wall St. Rank hold BEAT as of Q2 2020.

  • HCR Wealth Advisors reported no remaining BioTelemetry, Inc. position as of Q2 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 16,666 BioTelemetry, Inc. shares in Q2 2020, an estimated $642K.
  • HCR Wealth Advisors first reported a position in BioTelemetry, Inc. in Q1 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's BioTelemetry, Inc. position peaked at $642K in Q1 2020.
  • 215 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2020.

Based on HCR Wealth Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.