Lee Financial’s Heartbeam BEAT Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-1,000	Closed	-$2.35K	–	225
2023 Q4	$2.35K	Buy	+1,000	New	+$1.49K	﹤0.01%	712

Other funds holding BEAT

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

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Lee Financial's BEAT Position: Q1 2024 in Review

Lee Financial sold out of Heartbeam (BEAT) in Q1 2024, closing a stake of 1,000 shares — an estimated $2.35K sold.

Lee Financial first reported a position in BEAT in Q4 2023 and held it in 1 quarter. The position peaked at $2.35K in Q4 2023. 28 funds tracked by Wall St. Rank hold BEAT as of Q1 2024.

Lee Financial reported no remaining Heartbeam position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 1,000 Heartbeam shares in Q1 2024, an estimated $2.35K.
Lee Financial first reported a position in Heartbeam in Q4 2023 and held it in 1 quarter.
Lee Financial's Heartbeam position peaked at $2.35K in Q4 2023.
28 funds tracked by Wall St. Rank held Heartbeam as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.