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Investors Asset Management of Georgia’s Heartbeam BEAT Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-1,000
Closed -$4K – 210
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 541
2022
Q2 		$1K Buy
+1,000
New +$1.5K ﹤0.01% 548

Other funds holding BEAT

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Investors Asset Management of Georgia's BEAT Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Heartbeam (BEAT) in Q4 2022, closing a stake of 1,000 shares — an estimated $4K sold.

Investors Asset Management of Georgia first reported a position in BEAT in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 15 funds tracked by Wall St. Rank hold BEAT as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Heartbeam position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,000 Heartbeam shares in Q4 2022, an estimated $4K.
  • Investors Asset Management of Georgia first reported a position in Heartbeam in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Heartbeam position peaked at $4K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Heartbeam as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.