IFAM
BEAT

Institutional & Family Asset Management’s BioTelemetry, Inc. BEAT Stock Holding History

Institutional & Family Asset 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
2020
Q2 		– Sell
-16
Closed -$1K – 944
2020
Q1 		$1K Hold
16
– – ﹤0.01% 804
2019
Q4 		$1K Hold
16
– – ﹤0.01% 849
2019
Q3 		$1K Sell
16
-1
-6% -$43 ﹤0.01% 831
2019
Q2 		$1K Hold
17
– – ﹤0.01% 840
2019
Q1 		$1K Buy
+17
New +$1.17K ﹤0.01% 837

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 $9.33B AUM 56.1% 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

Institutional & Family Asset Management's BEAT Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of BioTelemetry, Inc. (BEAT) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in BEAT in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 215 funds tracked by Wall St. Rank hold BEAT as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining BioTelemetry, Inc. position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16 BioTelemetry, Inc. shares in Q2 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in BioTelemetry, Inc. in Q1 2019 and held it in 5 quarters.
  • Institutional & Family Asset Management's BioTelemetry, Inc. position peaked at $1K in Q1 2020.
  • 215 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.