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Insigneo Advisory Services’s Heartbeam BEAT Stock Holding History

Insigneo Advisory Services’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
2026
Q1 		– Sell
-30,645
Closed -$73.5K – 758
2025
Q4 		$73.5K Buy
+30,645
New +$52.6K 0.01% 684

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.99B AUM 25.19% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Insigneo Advisory Services's BEAT Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 30,645 shares — an estimated $73.5K sold.

Insigneo Advisory Services first reported a position in BEAT in Q4 2025 and held it in 1 quarter. The position peaked at $73.5K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Insigneo Advisory Services reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 30,645 Heartbeam shares in Q1 2026, an estimated $73.5K.
  • Insigneo Advisory Services first reported a position in Heartbeam in Q4 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's Heartbeam position peaked at $73.5K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.