Laurel Wealth Advisors (California)’s BioTelemetry, Inc. BEAT Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-6,300	Closed	-$287K	–	443
2020 Q3	$287K	Buy	6,300 +500	+9%	+$20.9K	0.05%	309
2020 Q2	$262K	Buy	5,800 +300	+5%	+$13.4K	0.05%	312
2020 Q1	$212K	Buy	5,500 +400	+8%	+$18.4K	0.05%	342
2019 Q4	$236K	Buy	+5,100	New	+$221K	0.04%	408
2019 Q3	–	Sell	-4,300	Closed	-$207K	–	464
2019 Q2	$207K	Sell	4,300 -25	-0.6%	-$1.31K	0.05%	382
2019 Q1	$271K	Buy	4,325 +25	+0.6%	+$1.72K	0.07%	305
2018 Q4	$256K	Sell	4,300 -100	-2%	-$6K	0.08%	278
2018 Q3	$283K	Buy	+4,400	New	+$246K	0.07%	296

Other funds holding BEAT

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BEAT Position: Q4 2020 in Review

Laurel Wealth Advisors (California) sold out of BioTelemetry, Inc. (BEAT) in Q4 2020, closing a stake of 6,300 shares — an estimated $287K sold.

Laurel Wealth Advisors (California) first reported a position in BEAT in Q3 2018 and held it in 8 quarters. The position peaked at $287K in Q3 2020. 238 funds tracked by Wall St. Rank hold BEAT as of Q4 2020.

Laurel Wealth Advisors (California) reported no remaining BioTelemetry, Inc. position as of Q4 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 6,300 BioTelemetry, Inc. shares in Q4 2020, an estimated $287K.
Laurel Wealth Advisors (California) first reported a position in BioTelemetry, Inc. in Q3 2018 and held it in 8 quarters.
Laurel Wealth Advisors (California)'s BioTelemetry, Inc. position peaked at $287K in Q3 2020.
238 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2020, filed 3 Mar 2021.