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Legacy Wealth Management (Idaho)’s Beamr Imaging BMR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed -$31 – 765
2025
Q1 		$31 Hold
14
– – ﹤0.01% 813
2024
Q4 		$51 Hold
14
– – ﹤0.01% 746
2024
Q3 		$39 Buy
+14
New +$58 ﹤0.01% 697

Other funds holding BMR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFG
Prospect Financial Group Arlington, Virginia $108M AUM 19.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BMR Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Beamr Imaging (BMR) in Q2 2025, closing a stake of 14 shares — an estimated $31 sold.

Legacy Wealth Management (Idaho) first reported a position in BMR in Q3 2024 and held it in 3 quarters. The position peaked at $51 in Q4 2024. 20 funds tracked by Wall St. Rank hold BMR as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Beamr Imaging position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 14 Beamr Imaging shares in Q2 2025, an estimated $31.
  • Legacy Wealth Management (Idaho) first reported a position in Beamr Imaging in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Beamr Imaging position peaked at $51 in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Beamr Imaging as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.